Schwab U S Small Cap ETF shares owned by Berger Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $417k | 15k | 27.90 |
| 2025-06-30 | $407k | 16k | 25.30 |
| 2025-03-31 | $401k | 17k | 23.43 |
| 2024-12-31 | $3.6M | 141k | 25.86 |
| 2024-09-30 | $3.7M | 72k | 51.50 |
| 2024-03-31 | $11M | 230k | 49.24 |
| 2023-12-31 | $9.8M | 208k | 47.24 |
| 2023-09-30 | $8.3M | 201k | 41.42 |
| 2023-06-30 | $8.2M | 186k | 43.80 |
| 2023-03-31 | $7.3M | 174k | 41.93 |
| 2022-12-31 | $7.9M | 195k | 40.51 |
| 2022-09-30 | $7.3M | 193k | 37.80 |
| 2022-06-30 | $7.2M | 186k | 38.99 |
| 2022-03-31 | $8.8M | 187k | 47.36 |
| 2021-12-31 | $10M | 99k | 102.40 |
| 2021-09-30 | $8.5M | 85k | 100.10 |
| 2021-06-30 | $8.2M | 79k | 104.18 |
| 2021-03-31 | $6.1M | 61k | 99.68 |