SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 15,804 Value ($000) $475 Avg Close — Range —
Q3 2025
Shares 15,818 Value ($000) $469 Avg Close — Range —
Q2 2025
Shares 16,289 Value ($000) $457 Avg Close — Range —
Q1 2025
Shares 17,362 Value ($000) $455 Avg Close — Range —
Q4 2024
Shares 23,300 Value ($000) $646 Avg Close — Range —
Q3 2024
Shares 7,505 Value ($000) $624 Avg Close — Range —
Q2 2024
Shares 126,789 Value ($000) $9,868 Avg Close — Range —
Q1 2024
Shares 101,394 Value ($000) $8,257 Avg Close — Range —
Q4 2023
Shares 88,443 Value ($000) $6,661 Avg Close — Range —
Q3 2023
Shares 83,373 Value ($000) $5,643 Avg Close — Range —
Q2 2023
Shares 74,375 Value ($000) $5,283 Avg Close — Range —
Q1 2023
Shares 67,169 Value ($000) $4,557 Avg Close — Range —
Q4 2022
Shares 176,813 Value ($000) $11,601 Avg Close — Range —
Q3 2022
Shares 175,043 Value ($000) $10,595 Avg Close — Range —
Q2 2022
Shares 165,038 Value ($000) $10,353 Avg Close — Range —
Q1 2022
Shares 162,037 Value ($000) $12,292 Avg Close — Range —
Q4 2021
Shares 139,241 Value ($000) $11,199 Avg Close — Range —
Q3 2021
Shares 120,086 Value ($000) $9,206 Avg Close — Range —
Q2 2021
Shares 111,293 Value ($000) $8,711 Avg Close — Range —
Q1 2021
Shares 100,997 Value ($000) $7,517 Avg Close — Range —
Q4 2020
Shares 99,279 Value ($000) $6,769 Avg Close — Range —