BERGER FINANCIAL GROUP, INC – Schwab U.S. Dividend Equity ETF Transaction History
BERGER FINANCIAL GROUP, INC portfolio value:
$15.16M
portfolio value
BERGER FINANCIAL GROUP, INC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.80% | 14.54K shares | -146K | $66.43 | 228.33K |
| Q2 2022 | share | Increase | +35.31% | 55.79K shares | 2.85M | $71.63 | 213.78K |
| Q1 2022 | share | Increase | +34.30% | 40.34K shares | 2.95M | $78.89 | 157.99K |
| Q4 2021 | share | Increase | +52.70% | 40.6K shares | 3.78M | $80.71 | 117.64K |
| Q3 2021 | share | Increase | +28.80% | 17.22K shares | 1.19M | $74.24 | 77.04K |
| Q2 2021 | share | Increase | +102.76% | 30.31K shares | 2.37M | $75.03 | 59.81K |
| Q1 2021 | share | Increase | +99.39% | 14.70K shares | 1.20M | $71.83 | 29.50K |
| Q4 2020 | share | Increase | 0.00% | 14.79K shares | 949K | $62.74 | 14.79K |