SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 75,759 Value ($000) $2,243 Avg Close — Range —
Q3 2025
Shares 72,184 Value ($000) $2,101 Avg Close — Range —
Q2 2025
Shares 68,938 Value ($000) $1,908 Avg Close — Range —
Q1 2025
Shares 77,534 Value ($000) $2,061 Avg Close — Range —
Q4 2024
Shares 82,554 Value ($000) $2,152 Avg Close — Range —
Q3 2024
Shares 27,469 Value ($000) $2,208 Avg Close — Range —
Q2 2024
Shares 29,702 Value ($000) $2,200 Avg Close — Range —
Q1 2024
Shares 30,606 Value ($000) $2,325 Avg Close — Range —
Q4 2023
Shares 8,103 Value ($000) $568 Avg Close — Range —
Q3 2023
Shares 8,199 Value ($000) $529 Avg Close — Range —
Q2 2023
Shares 8,339 Value ($000) $559 Avg Close — Range —
Q1 2023
Shares 8,339 Value ($000) $547 Avg Close — Range —
Q4 2022
Shares 12,361 Value ($000) $816 Avg Close — Range —
Q3 2022
Shares 8,664 Value ($000) $507 Avg Close — Range —
Q2 2022
Shares 8,519 Value ($000) $532 Avg Close — Range —
Q1 2022
Shares 7,598 Value ($000) $542 Avg Close — Range —
Q4 2021
Shares 6,268 Value ($000) $459 Avg Close — Range —
Q3 2021
Shares 6,268 Value ($000) $423 Avg Close — Range —
Q1 2021
Shares 3,427 Value ($000) $224 Avg Close — Range —
Q4 2020
Shares 3,739 Value ($000) $223 Avg Close — Range —