Schwab Strategic Tr shares owned by Berger Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr 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 Strategic Tr by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $529k | 21k | 25.61 |
| 2025-06-30 | $520k | 21k | 25.18 |
| 2025-03-31 | $623k | 25k | 25.37 |
| 2024-12-31 | $631k | 25k | 25.68 |
| 2024-09-30 | $645k | 12k | 52.53 |
| 2024-03-31 | $649k | 13k | 52.05 |