Berger Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $62.3M | Buy |
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|
2025
Q2 | $56.4M | Buy |
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|
2025
Q1 | $49.8M | Sell |
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|
2024
Q4 | $63.2M | Buy |
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|
2024
Q3 | $60.6M | Buy |
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|
2024
Q2 | $55.8M | Sell |
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|
2024
Q1 | $58.8M | Buy |
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|
2023
Q4 | $36.5M | Buy |
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|
2023
Q3 | $31.4M | Buy |
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|
2023
Q2 | $32M | Buy |
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|
2023
Q1 | $28.1M | Sell |
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|
2022
Q4 | $33.7M | Buy |
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|
2022
Q3 | $31.6M | Buy |
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|
2022
Q2 | $31.5M | Buy |
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|
2022
Q1 | $37.1M | Buy |
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|
2021
Q4 | $34.5M | Buy |
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|
2021
Q3 | $27.3M | Buy |
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|
2021
Q2 | $25.3M | Buy |
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|
2021
Q1 | $21.2M | Buy |
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|
2020
Q4 | $18.3M | Buy |
|