SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 3,152,856 Value ($000) $86,483 Avg Close — Range —
Q3 2025
Shares 3,057,211 Value ($000) $83,462 Avg Close — Range —
Q2 2025
Shares 3,025,413 Value ($000) $80,173 Avg Close — Range —
Q1 2025
Shares 2,927,350 Value ($000) $81,849 Avg Close — Range —
Q4 2024
Shares 2,640,459 Value ($000) $72,137 Avg Close — Range —
Q3 2024
Shares 835,471 Value ($000) $70,622 Avg Close — Range —
Q2 2024
Shares 792,999 Value ($000) $61,664 Avg Close — Range —
Q1 2024
Shares 707,217 Value ($000) $57,023 Avg Close — Range —
Q4 2023
Shares 381,161 Value ($000) $29,018 Avg Close — Range —
Q3 2023
Shares 370,584 Value ($000) $26,223 Avg Close — Range —
Q2 2023
Shares 349,166 Value ($000) $25,356 Avg Close — Range —
Q1 2023
Shares 320,982 Value ($000) $23,483 Avg Close — Range —
Q4 2022
Shares 244,008 Value ($000) $18,432 Avg Close — Range —
Q3 2022
Shares 228,335 Value ($000) $15,168 Avg Close — Range —
Q2 2022
Shares 213,787 Value ($000) $15,314 Avg Close — Range —
Q1 2022
Shares 157,995 Value ($000) $12,464 Avg Close — Range —
Q4 2021
Shares 117,646 Value ($000) $9,509 Avg Close — Range —
Q3 2021
Shares 77,046 Value ($000) $5,720 Avg Close — Range —
Q2 2021
Shares 59,819 Value ($000) $4,523 Avg Close — Range —
Q1 2021
Shares 29,503 Value ($000) $2,151 Avg Close — Range —
Q4 2020
Shares 14,797 Value ($000) $949 Avg Close — Range —