A detailed history of Berger Financial Group, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Berger Financial Group, Inc holds 499,965 shares of SCHG stock, worth $14.5 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
499,965
Previous 465,640 7.37%
Holding current value
$14.5 Million
Previous $47 Million 10.93%
% of portfolio
4.42%
Previous 4.36%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$92.63 - $105.69 $3.18 Million - $3.63 Million
34,325 Added 7.37%
499,965 $52.1 Million
Q2 2024

Aug 14, 2024

BUY
$87.04 - $101.61 $7.6 Million - $8.88 Million
87,368 Added 23.1%
465,640 $47 Million
Q1 2024

Apr 16, 2024

SELL
$80.6 - $93.32 $680,264 - $787,620
-8,440 Reduced 2.18%
378,272 $35.1 Million
Q4 2023

Feb 07, 2024

BUY
$70.08 - $83.37 $1.19 Million - $1.42 Million
17,039 Added 4.61%
386,712 $32.1 Million
Q3 2023

Nov 03, 2023

BUY
$71.99 - $78.02 $2.3 Million - $2.49 Million
31,898 Added 9.44%
369,673 $26.9 Million
Q2 2023

Aug 10, 2023

BUY
$63.6 - $74.95 $1.77 Million - $2.09 Million
27,860 Added 8.99%
337,775 $25.3 Million
Q1 2023

Apr 24, 2023

BUY
$54.19 - $65.17 $1.17 Million - $1.41 Million
21,613 Added 7.5%
309,915 $20.2 Million
Q4 2022

Jan 30, 2023

BUY
$54.31 - $60.76 $872,707 - $976,352
16,069 Added 5.9%
288,302 $16 Million
Q3 2022

Oct 27, 2022

BUY
$55.81 - $69.25 $843,791 - $1.05 Million
15,119 Added 5.88%
272,233 $15.2 Million
Q2 2022

Aug 08, 2022

BUY
$55.73 - $76.55 $676,785 - $929,623
12,144 Added 4.96%
257,114 $14.9 Million
Q1 2022

May 10, 2022

BUY
$65.63 - $82.62 $9.82 Million - $12.4 Million
149,655 Added 157.01%
244,970 $18.3 Million
Q4 2021

Jan 26, 2022

BUY
$73.11 - $83.4 $1.32 Million - $1.51 Million
18,093 Added 23.43%
95,315 $15.6 Million
Q3 2021

Oct 28, 2021

BUY
$73.24 - $78.94 $482,798 - $520,372
6,592 Added 9.33%
77,222 $11.4 Million
Q2 2021

Jul 29, 2021

BUY
$65.3 - $73.24 $689,045 - $772,828
10,552 Added 17.56%
70,630 $10.3 Million
Q1 2021

May 12, 2021

SELL
$61.41 - $68.35 $900,147 - $1 Million
-14,658 Reduced 19.61%
60,078 $7.8 Million
Q4 2020

Feb 02, 2021

BUY
$55.95 - $64.38 $4.18 Million - $4.81 Million
74,736 New
74,736 $9.6 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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  • Sector ETFs
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