SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 14,936 Value ($000) $425 Avg Close — Range —
Q3 2025
Shares 14,955 Value ($000) $417 Avg Close — Range —
Q2 2025
Shares 16,084 Value ($000) $407 Avg Close — Range —
Q1 2025
Shares 17,133 Value ($000) $401 Avg Close — Range —
Q4 2024
Shares 140,546 Value ($000) $3,635 Avg Close — Range —
Q3 2024
Shares 71,807 Value ($000) $3,698 Avg Close — Range —
Q2 2024
Shares 267,798 Value ($000) $12,707 Avg Close — Range —
Q1 2024
Shares 229,889 Value ($000) $11,320 Avg Close — Range —
Q4 2023
Shares 207,496 Value ($000) $9,802 Avg Close — Range —
Q3 2023
Shares 200,601 Value ($000) $8,309 Avg Close — Range —
Q2 2023
Shares 186,414 Value ($000) $8,165 Avg Close — Range —
Q1 2023
Shares 173,688 Value ($000) $7,283 Avg Close — Range —
Q4 2022
Shares 194,810 Value ($000) $7,892 Avg Close — Range —
Q3 2022
Shares 192,491 Value ($000) $7,276 Avg Close — Range —
Q2 2022
Shares 185,488 Value ($000) $7,232 Avg Close — Range —
Q1 2022
Shares 186,745 Value ($000) $8,844 Avg Close — Range —
Q4 2021
Shares 98,535 Value ($000) $10,090 Avg Close — Range —
Q3 2021
Shares 85,081 Value ($000) $8,517 Avg Close — Range —
Q2 2021
Shares 78,876 Value ($000) $8,217 Avg Close — Range —
Q1 2021
Shares 60,886 Value ($000) $6,069 Avg Close — Range —