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Disclosery

Berger Financial Group, Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berger Financial Group, Inc on SCHD, newest first. How the timeline and the estimate are built.

Berger Financial Group, Inc held 3,205,319 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,205,319 shares
    Change vs previous 13F +210,210 shares

    5.2% of the 13F portfolio, value $101,640,670.

    13F-HR 0001826136-26-000002 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,995,109 shares
    Change vs previous 13F -157,747 shares

    5.15% of the 13F portfolio, value $91,889,942.

    13F-HR 0001172661-26-001555 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,152,856 shares
    Change vs previous 13F +95,645 shares

    5.02% of the 13F portfolio, value $86,482,840.

    13F-HR 0001172661-26-000322 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,057,211 shares
    Change vs previous 13F +31,798 shares

    5% of the 13F portfolio, value $83,461,882.

    13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,025,413 shares
    Change vs previous 13F +98,063 shares

    5.2% of the 13F portfolio, value $80,173,443.

    13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,927,350 shares
    Change vs previous 13F +286,891 shares

    5.69% of the 13F portfolio, value $81,848,708.

    13F-HR 0001172661-25-001681 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,640,459 shares
    Change vs previous 13F +1,804,988 shares

    4.98% of the 13F portfolio, value $72,137,334.

    13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 835,471 shares
    Change vs previous 13F not available

    5.1% of the 13F portfolio, value $70,622,330.

    13F-HR 0001172661-24-004557 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).