SCHWAB STRATEGIC TR

Ticker: SCMB CUSIP: 808524649 Class: MUN BD ETF

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

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

Q4 2025
Shares 20,687 Value ($000) $533 Avg Close — Range —
Q3 2025
Shares 20,663 Value ($000) $529 Avg Close — Range —
Q2 2025
Shares 20,644 Value ($000) $520 Avg Close — Range —
Q1 2025
Shares 24,560 Value ($000) $623 Avg Close — Range —
Q4 2024
Shares 24,560 Value ($000) $631 Avg Close — Range —
Q3 2024
Shares 12,280 Value ($000) $645 Avg Close — Range —
Q2 2024
Shares 12,280 Value ($000) $631 Avg Close — Range —
Q1 2024
Shares 12,474 Value ($000) $649 Avg Close — Range —