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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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