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
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |