BERGER FINANCIAL GROUP, INC – Schwab U.S. Large-Cap ETF Transaction History
BERGER FINANCIAL GROUP, INC portfolio value:
$31.56M
portfolio value
BERGER FINANCIAL GROUP, INC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.76% | 40.56K shares | 90K | $42.35 | 745.21K |
| Q2 2022 | share | Increase | +2.23% | 15.37K shares | -5.64M | $44.66 | 704.65K |
| Q1 2022 | share | Increase | +13.73% | 83.23K shares | 2.62M | $53.85 | 689.28K |
| Q4 2021 | share | Increase | +15.66% | 41.03K shares | 7.23M | $114.22 | 303.02K |
| Q3 2021 | share | Increase | +7.60% | 18.49K shares | 1.93M | $104.03 | 261.99K |
| Q2 2021 | share | Increase | +10.43% | 23.00K shares | 4.14M | $103.64 | 243.49K |
| Q1 2021 | share | Increase | +9.56% | 19.24K shares | 2.87M | $95.42 | 220.49K |
| Q4 2020 | share | Increase | 0.00% | 201.24K shares | 18.30M | $90.1 | 201.24K |