Berkshire Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Berkshire Asset Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Sell	44,501 -552	-1%	-$16.5K	0.06%	125
2025 Q4	$1.28M	Sell	45,053 -46,289	-51%	-$1.31M	0.06%	124
2025 Q3	$2.55M	Buy	91,342 +171	+0.2%	+$4.57K	0.11%	101
2025 Q2	$2.31M	Sell	91,171 -3,851	-4%	-$91K	0.1%	104
2025 Q1	$2.25M	Buy	95,022 +3,470	+4%	+$88.4K	0.11%	101
2024 Q4	$2.46M	Sell	91,552 -2,584	-3%	-$68.8K	0.12%	94
2024 Q3	$2.23M	Hold	94,136	–	–	0.11%	92
2024 Q2	$2.23M	Buy	94,136 +696	+0.7%	+$16.5K	0.11%	93
2024 Q1	$2.3M	Buy	93,440 +2,816	+3%	+$66K	0.12%	86
2023 Q4	$2.14M	Sell	90,624 -2,578	-3%	-$54.3K	0.12%	83
2023 Q3	$1.93M	Buy	93,202 +5,298	+6%	+$116K	0.12%	83
2023 Q2	$1.93M	Buy	87,904 +5,538	+7%	+$115K	0.11%	87
2023 Q1	$1.73M	Buy	82,366 +204	+0.2%	+$4.38K	0.11%	88
2022 Q4	$1.66M	Sell	82,162 -5,408	-6%	-$111K	0.11%	84
2022 Q3	$1.66M	Buy	87,570 +214	+0.2%	+$4.48K	0.12%	83
2022 Q2	$1.7M	Buy	+87,356	New	+$1.87M	0.11%	86
2022 Q1	–	Sell	-70,772	Closed	-$1.81M	–	232
2021 Q4	$1.81M	Buy	70,772 +1,292	+2%	+$33.4K	0.11%	91
2021 Q3	$1.74M	Buy	69,480 +6,628	+11%	+$168K	0.12%	94
2021 Q2	$1.64M	Buy	62,852 +248	+0.4%	+$6.34K	0.11%	98
2021 Q1	$1.56M	Sell	62,604 -44	-0.1%	-$1.08K	0.12%	91
2020 Q4	$1.39M	Buy	62,648 +5,660	+10%	+$113K	0.11%	95
2020 Q3	$973K	Buy	56,988 +268	+0.5%	+$4.61K	0.09%	91
2020 Q2	$927K	Sell	56,720 -8,812	-13%	-$132K	0.09%	93
2020 Q1	$844K	Sell	65,532 -2,576	-4%	-$43.8K	0.09%	108
2019 Q4	$1.29M	Sell	68,108 -3,816	-5%	-$69.1K	0.11%	91
2019 Q3	$1.25M	Buy	71,924 +5,596	+8%	+$98.8K	0.11%	100
2019 Q2	$1.19M	Sell	66,328 -85,568	-56%	-$1.51M	0.1%	103
2019 Q1	$2.66M	Sell	151,896 -141,796	-48%	-$2.43M	0.23%	74
2018 Q4	$4.46M	Buy	293,692 +58,792	+25%	+$993K	0.42%	53
2018 Q3	$4.47M	Sell	234,900 -37,036	-14%	-$706K	0.38%	55
2018 Q2	$5M	Buy	271,936 +69,780	+35%	+$1.26M	0.47%	55
2018 Q1	$3.49M	Buy	202,156 +10,672	+6%	+$188K	0.34%	59
2017 Q4	$3.34M	Buy	191,484 +25,744	+16%	+$441K	0.32%	60
2017 Q3	$2.79M	Sell	165,740 -196	-0.1%	-$3.15K	0.31%	63
2017 Q2	$2.65M	Buy	165,936 +308	+0.2%	+$4.87K	0.3%	67
2017 Q1	$2.61M	Buy	+165,628	New	+$2.59M	0.31%	66

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Berkshire Asset Management's SCHA Position: Q1 2026 in Review

Berkshire Asset Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, selling an estimated $16.5K and leaving 44,501 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #125.

Berkshire Asset Management first reported a position in SCHA in Q1 2017 and has held it in 36 quarters since. The position peaked at $5M in Q2 2018. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Berkshire Asset Management held 44,501 shares of Schwab U.S Small- Cap ETF worth $1.29M as of Q1 2026.
Berkshire Asset Management sold 552 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $16.5K.
Schwab U.S Small- Cap ETF made up 0.06% of Berkshire Asset Management's portfolio in Q1 2026, its #125 holding.
Berkshire Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and has held it in 36 quarters since.
Berkshire Asset Management's Schwab U.S Small- Cap ETF position peaked at $5M in Q2 2018.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.