Schwab U S Large Cap Growth ETF shares owned by Berger Financial Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $52M | 500k | 104.18 |
| 2024-03-31 | $35M | 378k | 92.72 |
| 2023-12-31 | $32M | 387k | 82.96 |
| 2023-09-30 | $27M | 370k | 72.72 |
| 2023-06-30 | $25M | 338k | 74.95 |
| 2023-03-31 | $20M | 310k | 65.17 |
| 2022-12-31 | $16M | 288k | 55.56 |
| 2022-09-30 | $15M | 272k | 55.81 |
| 2022-06-30 | $15M | 257k | 57.99 |
| 2022-03-31 | $18M | 245k | 74.82 |
| 2021-12-31 | $16M | 95k | 163.75 |
| 2021-09-30 | $11M | 77k | 148.09 |
| 2021-06-30 | $10M | 71k | 145.96 |
| 2021-03-31 | $7.8M | 60k | 129.78 |
| 2020-12-31 | $9.6M | 75k | 128.41 |
Top funds holding Schwab U S Large Cap Growth ETF
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