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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $645k 12k 52.53
2024-03-31 $649k 13k 52.05

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Us Aggbd Et (AGG)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Amazon (AMZN)

View all positions for Berger Financial Group

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Pallas Capital Advisors
Charles Schwab Trust
Wedmont Private Capital
Bank of America Corporation
Beaird Harris Wealth Management
Garrett Investment Advisors
Adviser Investments
Myecfo
Jpmorgan Chase & Co
Envestnet Asset Management
O'rourke & Company
VanderPol Investments
Jane Street
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr