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Berger Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Berger Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
13,198
+298
+2% +$8.34K 0.02% 336
2026
Q1 		$324K Sell
12,900
-50
-0.4% -$1.31K 0.02% 361
2025
Q4 		$340K Buy
12,950
+91
+0.7% +$2.37K 0.02% 349
2025
Q3 		$331K Buy
12,859
+350
+3% +$8.66K 0.02% 335
2025
Q2 		$298K Buy
12,509
+94
+0.8% +$2.07K 0.02% 340
2025
Q1 		$267K Buy
12,415
+699
+6% +$15.9K 0.02% 355
2024
Q4 		$266K Sell
11,716
-3,914
-25% -$89.4K 0.02% 341
2024
Q3 		$347K Sell
15,630
-138
-0.9% -$2.95K 0.03% 279
2024
Q2 		$330K Sell
15,768
-1,020
-6% -$20.7K 0.03% 265
2024
Q1 		$342K Buy
+16,788
New +$325K 0.03% 259
2022
Q3 		– Sell
-15,621
Closed -$230K – 255
2022
Q2 		$230K Buy
15,621
+672
+4% +$10.8K 0.03% 216
2022
Q1 		$266K Buy
14,949
+177
+1% +$3.11K 0.03% 226
2021
Q4 		$278K Buy
14,772
+54
+0.4% +$993 0.04% 218
2021
Q3 		$255K Buy
14,718
+2,520
+21% +$44.8K 0.05% 177
2021
Q2 		$212K Buy
+12,198
New +$206K 0.04% 197

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Berger Financial Group's SCHB Position: Q2 2026 in Review

Berger Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 2.3% in Q2 2026, buying an estimated $8.34K and bringing the position to 13,198 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #336.

Berger Financial Group first reported a position in SCHB in Q2 2021 and has held it in 15 quarters since. 1,030 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Berger Financial Group held 13,198 shares of Schwab US Broad Market ETF worth $382K as of Q2 2026.
  • Berger Financial Group bought 298 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.34K.
  • Schwab US Broad Market ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #336 holding.
  • Berger Financial Group first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 15 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.