BFG
Berger Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.4M | Buy |
2,308,056
+51,184
| +2% | +$1.25M | 3.64% | 5 |
|
|
2025
Q1 | $49.8M | Sell |
2,256,872
-468,502
| -17% | -$10.3M | 3.46% | 5 |
|
|
2024
Q4 | $63.2M | Buy |
2,725,374
+1,832,178
| +205% | +$42.5M | 4.36% | 2 |
|
|
2024
Q3 | $60.6M | Buy |
893,196
+25,430
| +3% | +$1.73M | 4.37% | 3 |
|
|
2024
Q2 | $55.8M | Sell |
867,766
-79,937
| -8% | -$5.14M | 4.44% | 4 |
|
|
2024
Q1 | $58.8M | Buy |
947,703
+300,268
| +46% | +$18.6M | 4.84% | 1 |
|
|
2023
Q4 | $36.5M | Buy |
647,435
+26,770
| +4% | +$1.51M | 3.78% | 4 |
|
|
2023
Q3 | $31.4M | Buy |
620,665
+8,772
| +1% | +$444K | 3.61% | 4 |
|
|
2023
Q2 | $32M | Buy |
611,893
+31,091
| +5% | +$1.63M | 3.63% | 5 |
|
|
2023
Q1 | $28.1M | Sell |
580,802
-165,749
| -22% | -$8.02M | 3.38% | 5 |
|
|
2022
Q4 | $33.7M | Buy |
746,551
+1,332
| +0.2% | +$60.1K | 4.45% | 3 |
|
|
2022
Q3 | $31.6M | Buy |
745,219
+40,561
| +6% | +$1.72M | 4.63% | 3 |
|
|
2022
Q2 | $31.5M | Buy |
704,658
+15,372
| +2% | +$687K | 4.6% | 3 |
|
|
2022
Q1 | $37.1M | Buy |
689,286
+386,259
| +127% | +$20.8M | 4.72% | 3 |
|
|
2021
Q4 | $34.5M | Buy |
303,027
+41,032
| +16% | +$4.67M | 4.57% | 2 |
|
|
2021
Q3 | $27.3M | Buy |
261,995
+18,497
| +8% | +$1.92M | 4.91% | 3 |
|
|
2021
Q2 | $25.3M | Buy |
243,498
+23,005
| +10% | +$2.39M | 4.58% | 3 |
|
|
2021
Q1 | $21.2M | Buy |
220,493
+19,248
| +10% | +$1.85M | 4.61% | 2 |
|
|
2020
Q4 | $18.3M | Buy |
+201,245
| New | +$18.3M | 3.2% | 5 |
|