SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 2,337,749 Value ($000) $62,909 Avg Close — Range —
Q3 2025
Shares 2,363,403 Value ($000) $62,252 Avg Close — Range —
Q2 2025
Shares 2,308,056 Value ($000) $56,409 Avg Close — Range —
Q1 2025
Shares 2,256,872 Value ($000) $49,832 Avg Close — Range —
Q4 2024
Shares 2,725,374 Value ($000) $63,174 Avg Close — Range —
Q3 2024
Shares 893,196 Value ($000) $60,603 Avg Close — Range —
Q2 2024
Shares 867,766 Value ($000) $55,754 Avg Close — Range —
Q1 2024
Shares 947,703 Value ($000) $58,814 Avg Close — Range —
Q4 2023
Shares 647,435 Value ($000) $36,515 Avg Close — Range —
Q3 2023
Shares 620,665 Value ($000) $31,406 Avg Close — Range —
Q2 2023
Shares 611,893 Value ($000) $32,045 Avg Close — Range —
Q1 2023
Shares 580,802 Value ($000) $28,093 Avg Close — Range —
Q4 2022
Shares 746,551 Value ($000) $33,707 Avg Close — Range —
Q3 2022
Shares 745,219 Value ($000) $31,560 Avg Close — Range —
Q2 2022
Shares 704,658 Value ($000) $31,470 Avg Close — Range —
Q1 2022
Shares 689,286 Value ($000) $37,118 Avg Close — Range —
Q4 2021
Shares 303,027 Value ($000) $34,491 Avg Close — Range —
Q3 2021
Shares 261,995 Value ($000) $27,255 Avg Close — Range —
Q2 2021
Shares 243,498 Value ($000) $25,316 Avg Close — Range —
Q1 2021
Shares 220,493 Value ($000) $21,174 Avg Close — Range —
Q4 2020
Shares 201,245 Value ($000) $18,303 Avg Close — Range —