Berger Financial Group, Inc

Position in SCHW — Schwab Charles Corp

CIK 1826136 Plymouth, MN

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$250,974

-$6,061 QoQ

Shares Held

2,720

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,834

of 2,304 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $3,007,879 across 4 Capital Markets names. SCHW ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,270	$1,284,439
2	MS	Morgan Stanley	5,970	$1,247,968
3	SCHW	Schwab Charles Corp This page	2,720	$250,974
4	LPLA	LPL Financial Holdings Inc.	797	$224,498

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,974	2,720	-0.5%	Shares	Sole	2026-08-04
2026-03-31	$257,035	2,735	-31.6%	Shares	Sole	2026-04-28
2025-12-31	$399,440	3,998	+3.9%	Shares	Sole	2026-01-27
2025-09-30	$367,273	3,847	+1.6%	Shares	Sole	2025-10-14
2025-06-30	$345,434	3,786	+0.1%	Shares	Sole	2025-07-22
2025-03-31	$296,133	3,783	-1.6%	Shares	Sole	2025-05-12
2024-12-31	$284,568	3,845	-2.9%	Shares	Sole	2025-02-14
2024-09-30	$256,582	3,959	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$290,338	3,940	-14.6%	Shares	Sole	2024-08-14
2024-03-31	$333,704	4,613	-6.2%	Shares	Sole	2024-04-16
2023-12-31	$338,220	4,916	+9.0%	Shares	Sole	2024-02-07
2023-09-30	$247,544	4,509	-8.5%	Shares	Sole	2023-11-03
2023-06-30	$279,262	4,927	+9.2%	Shares	Sole	2023-08-10
2023-03-31	$236,338	4,512	+59.3%	Shares	Sole	2023-04-24
2022-03-31	$238,765	2,832	+17.9%	Shares	Sole	2022-05-10
2021-12-31	$202,092	2,403	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.