SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 2,295,428 Value ($000) $74,877 Avg Close — Range —
Q3 2025
Shares 2,267,841 Value ($000) $72,367 Avg Close — Range —
Q2 2025
Shares 2,271,714 Value ($000) $66,357 Avg Close — Range —
Q1 2025
Shares 2,207,231 Value ($000) $55,269 Avg Close — Range —
Q4 2024
Shares 2,139,171 Value ($000) $59,619 Avg Close — Range —
Q3 2024
Shares 499,965 Value ($000) $52,086 Avg Close — Range —
Q2 2024
Shares 465,640 Value ($000) $46,955 Avg Close — Range —
Q1 2024
Shares 378,272 Value ($000) $35,073 Avg Close — Range —
Q4 2023
Shares 386,712 Value ($000) $32,082 Avg Close — Range —
Q3 2023
Shares 369,673 Value ($000) $26,883 Avg Close — Range —
Q2 2023
Shares 337,775 Value ($000) $25,316 Avg Close — Range —
Q1 2023
Shares 309,915 Value ($000) $20,197 Avg Close — Range —
Q4 2022
Shares 288,302 Value ($000) $16,018 Avg Close — Range —
Q3 2022
Shares 272,233 Value ($000) $15,193 Avg Close — Range —
Q2 2022
Shares 257,114 Value ($000) $14,910 Avg Close — Range —
Q1 2022
Shares 244,970 Value ($000) $18,329 Avg Close — Range —
Q4 2021
Shares 95,315 Value ($000) $15,608 Avg Close — Range —
Q3 2021
Shares 77,222 Value ($000) $11,436 Avg Close — Range —
Q2 2021
Shares 70,630 Value ($000) $10,309 Avg Close — Range —
Q1 2021
Shares 60,078 Value ($000) $7,797 Avg Close — Range —
Q4 2020
Shares 74,736 Value ($000) $9,597 Avg Close — Range —