A detailed history of Berger Financial Group, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Berger Financial Group, Inc holds 7,505 shares of SCHM stock, worth $210,815. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,505
Previous 126,789 94.08%
Holding current value
$210,815
Previous $9.87 Million 93.69%
% of portfolio
0.05%
Previous 0.92%

Shares

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

Nov 12, 2024

SELL
$75.47 - $83.18 $9 Million - $9.92 Million
-119,284 Reduced 94.08%
7,505 $623,000
Q2 2024

Aug 14, 2024

BUY
$75.69 - $81.19 $1.92 Million - $2.06 Million
25,395 Added 25.05%
126,789 $9.87 Million
Q1 2024

Apr 16, 2024

BUY
$72.89 - $81.43 $943,998 - $1.05 Million
12,951 Added 14.64%
101,394 $8.26 Million
Q4 2023

Feb 07, 2024

BUY
$63.01 - $75.95 $319,460 - $385,066
5,070 Added 6.08%
88,443 $6.66 Million
Q3 2023

Nov 03, 2023

BUY
$66.75 - $73.98 $600,616 - $665,672
8,998 Added 12.1%
83,373 $5.64 Million
Q2 2023

Aug 10, 2023

BUY
$65.29 - $71.03 $470,479 - $511,842
7,206 Added 10.73%
74,375 $5.28 Million
Q1 2023

Apr 24, 2023

SELL
$64.24 - $73.9 $7.04 Million - $8.1 Million
-109,644 Reduced 62.01%
67,169 $4.56 Million
Q4 2022

Jan 30, 2023

BUY
$61.05 - $69.94 $108,058 - $123,793
1,770 Added 1.01%
176,813 $11.6 Million
Q3 2022

Oct 27, 2022

BUY
$60.5 - $72.51 $605,302 - $725,462
10,005 Added 6.06%
175,043 $10.6 Million
Q2 2022

Aug 08, 2022

BUY
$60.91 - $76.4 $182,790 - $229,276
3,001 Added 1.85%
165,038 $10.4 Million
Q1 2022

May 10, 2022

BUY
$70.66 - $80.89 $1.61 Million - $1.84 Million
22,796 Added 16.37%
162,037 $12.3 Million
Q4 2021

Jan 26, 2022

BUY
$76.01 - $83.39 $1.46 Million - $1.6 Million
19,155 Added 15.95%
139,241 $11.2 Million
Q3 2021

Oct 28, 2021

BUY
$74.65 - $80.95 $656,397 - $711,793
8,793 Added 7.9%
120,086 $9.21 Million
Q2 2021

Jul 29, 2021

BUY
$74.64 - $79.12 $768,493 - $814,619
10,296 Added 10.19%
111,293 $8.71 Million
Q1 2021

May 12, 2021

BUY
$67.07 - $76.85 $115,226 - $132,028
1,718 Added 1.73%
100,997 $7.52 Million
Q4 2020

Feb 02, 2021

BUY
$55.93 - $68.45 $5.55 Million - $6.8 Million
99,279 New
99,279 $6.77 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
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