SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Berger Financial Group, Inc's Holding History (CIK: 0001826136)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,998 Value ($000) $399 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,847 Value ($000) $367 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,786 Value ($000) $345 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,783 Value ($000) $296 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,845 Value ($000) $285 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 3,959 Value ($000) $257 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 3,940 Value ($000) $290 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 4,613 Value ($000) $334 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,916 Value ($000) $338 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,509 Value ($000) $248 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,927 Value ($000) $279 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 4,512 Value ($000) $236 Avg Close $70.22 Range $43.21 - $82.93
Q1 2022
Shares 2,832 Value ($000) $239 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 2,403 Value ($000) $202 Avg Close $76.51 Range $68.06 - $81.82