Charles Schwab Corporation shares owned by Berger Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 3.8k | 95.47 |
| 2025-06-30 | $345k | 3.8k | 91.24 |
| 2025-03-31 | $296k | 3.8k | 78.29 |
| 2024-12-31 | $285k | 3.8k | 74.00 |
| 2024-09-30 | $257k | 4.0k | 64.81 |
| 2024-03-31 | $334k | 4.6k | 72.33 |
| 2023-12-31 | $338k | 4.9k | 68.79 |
| 2023-09-30 | $248k | 4.5k | 54.90 |
| 2023-06-30 | $279k | 4.9k | 56.68 |
| 2023-03-31 | $236k | 4.5k | 52.38 |
| 2022-03-31 | $239k | 2.8k | 84.39 |
| 2021-12-31 | $202k | 2.4k | 84.06 |