Berger Financial Group, Inc SCHG Holdings History
Berger Financial Group, Inc's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 2.21 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $55.27 Mil. This investment constitutes 3.84% of their stock portfolio, and Berger Financial Group, Inc now holds 0.15% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then Berger Financial Group, Inc has made 15 purchases of SCHG, at an average price of $35.81, for a total of 2.24 Mil shares. In addition, there have been 2 sales at an average price of $69.97 for 37,756.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Berger Financial Group, Inc's estimated gain on his SCHG holdings is $-12.12 Mil, reflecting a -15.07% gain to date.
Berger Financial Group, Inc SCHG ($29.74) Holding Chart
Berger Financial Group, Inc SCHG ($29.74) 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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