Berger Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
12,509
+94
| +0.8% | +$2.24K | 0.02% | 338 |
|
|
2025
Q1 | $267K | Buy |
12,415
+699
| +6% | +$15K | 0.02% | 354 |
|
|
2024
Q4 | $266K | Sell |
11,716
-3,914
| -25% | -$88.8K | 0.02% | 340 |
|
|
2024
Q3 | $347K | Sell |
15,630
-138
| -0.9% | -$3.06K | 0.03% | 279 |
|
|
2024
Q2 | $330K | Sell |
15,768
-1,020
| -6% | -$21.4K | 0.03% | 265 |
|
|
2024
Q1 | $342K | Buy |
+16,788
| New | +$342K | 0.03% | 259 |
|
|
2022
Q3 | – | Sell |
-15,621
| Closed | -$230K | – | 255 |
|
|
2022
Q2 | $230K | Buy |
15,621
+672
| +4% | +$9.89K | 0.03% | 216 |
|
|
2022
Q1 | $266K | Buy |
14,949
+177
| +1% | +$3.15K | 0.03% | 224 |
|
|
2021
Q4 | $278K | Buy |
14,772
+54
| +0.4% | +$1.02K | 0.04% | 217 |
|
|
2021
Q3 | $255K | Buy |
14,718
+2,520
| +21% | +$43.7K | 0.05% | 177 |
|
|
2021
Q2 | $212K | Buy |
+12,198
| New | +$212K | 0.04% | 197 |
|