Schwab Strategic Tr cmn shares owned by Berger Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 72k | 29.11 |
| 2025-06-30 | $1.9M | 69k | 27.67 |
| 2025-03-31 | $2.1M | 78k | 26.58 |
| 2024-12-31 | $2.2M | 83k | 26.07 |
| 2024-09-30 | $2.2M | 28k | 80.37 |
| 2024-03-31 | $2.3M | 31k | 75.98 |
| 2023-12-31 | $568k | 8.1k | 70.10 |
| 2023-09-30 | $529k | 8.2k | 64.46 |
| 2023-06-30 | $560k | 8.3k | 67.09 |
| 2023-03-31 | $547k | 8.3k | 65.58 |
| 2022-12-31 | $816k | 12k | 66.02 |
| 2022-09-30 | $507k | 8.7k | 58.52 |
| 2022-06-30 | $532k | 8.5k | 62.45 |
| 2022-03-31 | $542k | 7.6k | 71.33 |
| 2021-12-31 | $459k | 6.3k | 73.23 |
| 2021-09-30 | $423k | 6.3k | 67.49 |
| 2021-03-31 | $224k | 3.4k | 65.36 |
| 2020-12-31 | $223k | 3.7k | 59.64 |