SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

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

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

Q4 2025
Shares 12,950 Value ($000) $340 Avg Close — Range —
Q3 2025
Shares 12,859 Value ($000) $331 Avg Close — Range —
Q2 2025
Shares 12,509 Value ($000) $298 Avg Close — Range —
Q1 2025
Shares 12,415 Value ($000) $267 Avg Close — Range —
Q4 2024
Shares 11,716 Value ($000) $266 Avg Close — Range —
Q3 2024
Shares 5,210 Value ($000) $347 Avg Close — Range —
Q2 2024
Shares 5,256 Value ($000) $330 Avg Close — Range —
Q1 2024
Shares 5,596 Value ($000) $342 Avg Close — Range —
Q2 2022
Shares 5,207 Value ($000) $230 Avg Close — Range —
Q1 2022
Shares 4,983 Value ($000) $266 Avg Close — Range —
Q4 2021
Shares 2,462 Value ($000) $278 Avg Close — Range —
Q3 2021
Shares 2,453 Value ($000) $255 Avg Close — Range —
Q2 2021
Shares 2,033 Value ($000) $212 Avg Close — Range —