Schwab U S Broad Market ETF shares owned by Berger Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 13k | 25.71 |
| 2025-06-30 | $298k | 13k | 23.83 |
| 2025-03-31 | $267k | 12k | 21.53 |
| 2024-12-31 | $266k | 12k | 22.70 |
| 2024-09-30 | $347k | 5.2k | 66.52 |
| 2024-03-31 | $342k | 5.6k | 61.05 |
| 2022-06-30 | $230k | 5.2k | 44.17 |
| 2022-03-31 | $266k | 5.0k | 53.38 |
| 2021-12-31 | $278k | 2.5k | 112.92 |
| 2021-09-30 | $255k | 2.5k | 103.95 |
| 2021-06-30 | $212k | 2.0k | 104.28 |