Berger Financial Group, Inc SCHD Holdings History
Berger Financial Group, Inc's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 2.93 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $81.85 Mil. This investment constitutes 5.68% of their stock portfolio, and Berger Financial Group, Inc now holds 0.11% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Berger Financial Group, Inc has made 17 purchases of SCHD, at an average price of $40.56, for a total of 2.93 Mil shares. Based on historical transaction data and SCHD's current price of $27.02, Berger Financial Group, Inc's estimated gain on his SCHD holdings is $-39.64 Mil, reflecting a -33.38% gain to date.
Berger Financial Group, Inc SCHD ($27.02) Holding Chart
Berger Financial Group, Inc SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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