Berger Financial Group, Inc SCHX Holdings History
Berger Financial Group, Inc's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 2.26 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $49.83 Mil. This investment constitutes 3.46% of their stock portfolio, and Berger Financial Group, Inc now holds 0.1% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2020Q4. And since then Berger Financial Group, Inc has made 14 purchases of SCHX, at an average price of $32.39, for a total of 2.97 Mil shares. In addition, there have been 3 sales at an average price of $33.13 for 714,188.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Berger Financial Group, Inc's estimated gain on his SCHX holdings is $-16.45 Mil, reflecting a -17.10% gain to date.
Berger Financial Group, Inc SCHX ($24.86) Holding Chart
Berger Financial Group, Inc SCHX ($24.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
