Berger Financial Group, Inc Schwab Strategic Tr Us Large C Transaction History

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025

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 72,184 shares of SCHV stock, worth $2.09 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
72,184
Previous 68,938 4.71%
Holding current value
$2.09 Million
Previous $1.91 Million 10.17%
% of portfolio
0.15%
Previous 0.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$27.61 - $29.15 $89,622 - $94,620
3,246 Added 4.71%
72,184 $2.1 Million
Q2 2025

Jul 22, 2025
SELL
$23.55 - $27.67 $202,435 - $237,851
-8,596 Reduced 11.09%
68,938 $1.91 Million
Q1 2025

May 12, 2025
SELL
$25.77 - $27.6 $129,365 - $138,552
-5,020 Reduced 6.08%
77,534 $2.06 Million
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $1.42 Million - $4.43 Million
55,085 Added 200.54%
82,554 $2.15 Million
Q3 2024

Nov 12, 2024
SELL
$73.43 - $80.37 $163,969 - $179,466
-2,233 Reduced 7.52%
27,469 $2.21 Million
Q2 2024

Aug 14, 2024
SELL
$71.74 - $75.86 $64,852 - $68,577
-904 Reduced 2.95%
29,702 $2.2 Million
Q1 2024

Apr 16, 2024
BUY
$68.82 - $75.98 $1.55 Million - $1.71 Million
22,503 Added 277.71%
30,606 $2.33 Million
Q4 2023

Feb 07, 2024
SELL
$61.16 - $70.24 $5,871 - $6,743
-96 Reduced 1.17%
8,103 $568,000
Q3 2023

Nov 03, 2023
SELL
$64.45 - $69.39 $9,023 - $9,714
-140 Reduced 1.68%
8,199 $528,000
Q1 2023

Apr 24, 2023
SELL
$62.59 - $69.3 $251,736 - $278,724
-4,022 Reduced 32.54%
8,339 $546,000
Q4 2022

Jan 30, 2023
BUY
$59.13 - $69.24 $218,603 - $255,980
3,697 Added 42.67%
12,361 $816,000
Q3 2022

Oct 27, 2022
BUY
$58.51 - $69.02 $8,483 - $10,007
145 Added 1.7%
8,664 $507,000
Q2 2022

Aug 08, 2022
BUY
$60.93 - $72.3 $56,116 - $66,588
921 Added 12.12%
8,519 $532,000
Q1 2022

May 10, 2022
BUY
$67.71 - $74.19 $90,054 - $98,672
1,330 Added 21.22%
7,598 $542,000
Q3 2021

Oct 28, 2021
BUY
$66.91 - $71.05 $419,391 - $445,341
6,268 New
6,268 $423,000
Q2 2021

Jul 29, 2021
SELL
$65.81 - $69.75 $225,530 - $239,033
-3,427 Closed
0 $0
Q1 2021

May 12, 2021
SELL
$58.71 - $65.66 $18,317 - $20,485
-312 Reduced 8.34%
3,427 $224,000
Q4 2020

Feb 02, 2021
BUY
$50.83 - $59.53 $190,053 - $222,582
3,739 New
3,739 $223,000

Others Institutions Holding SCHV

# of Institutions
979
Shares Held
359M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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