Berger Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Buy |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $212K | Buy |
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