Schwab Strategic Tr 0 shares owned by Berger Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 8.1k | 26.95 |
| 2025-06-30 | $215k | 8.1k | 26.68 |
| 2025-03-31 | $217k | 8.1k | 26.89 |
| 2024-12-31 | $216k | 8.4k | 25.83 |
| 2024-09-30 | $216k | 4.0k | 53.63 |
| 2024-03-31 | $412k | 7.9k | 52.16 |
| 2023-12-31 | $234k | 4.5k | 52.20 |
| 2023-09-30 | $279k | 5.5k | 50.49 |
| 2022-12-31 | $210k | 4.1k | 51.79 |
| 2022-09-30 | $286k | 5.5k | 51.88 |
| 2022-06-30 | $308k | 5.5k | 55.87 |
| 2022-03-31 | $335k | 5.5k | 60.77 |
| 2021-12-31 | $324k | 5.1k | 62.92 |
| 2021-09-30 | $268k | 4.3k | 62.68 |
| 2021-06-30 | $269k | 4.3k | 62.47 |
| 2021-03-31 | $271k | 4.4k | 61.20 |
| 2020-12-31 | $2.1M | 35k | 62.08 |