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Disclosery

Berger Financial Group, Inc: SCHX position timeline

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

Berger Financial Group, Inc held 2,326,585 SCHX 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 2,326,585 shares
    Change vs previous 13F -39,979 shares

    3.5% of the 13F portfolio, value $68,471,403.

    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 2,366,564 shares
    Change vs previous 13F +28,815 shares

    3.4% of the 13F portfolio, value $60,678,698.

    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 2,337,749 shares
    Change vs previous 13F -25,654 shares

    3.65% of the 13F portfolio, value $62,908,829.

    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 2,363,403 shares
    Change vs previous 13F +55,347 shares

    3.73% of the 13F portfolio, value $62,252,041.

    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 2,308,056 shares
    Change vs previous 13F +51,184 shares

    3.66% of the 13F portfolio, value $56,408,892.

    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 2,256,872 shares
    Change vs previous 13F -468,502 shares

    3.46% of the 13F portfolio, value $49,831,743.

    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 2,725,374 shares
    Change vs previous 13F +1,832,178 shares

    4.36% of the 13F portfolio, value $63,174,162.

    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 893,196 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $60,603,364.

    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).