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

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

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 82,554 shares of SCHV stock, worth $2.26 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

82,554

Previous 27,469 200.54%

Holding current value

$2.26 Million

Previous $2.21 Million 2.49%

% of portfolio

0.18%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

884

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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