Berkshire Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
197,128
+460
| +0.2% | +$11K | 0.21% | 68 |
|
|
2025
Q1 | $4.29M | Sell |
196,668
-2,173
| -1% | -$47.4K | 0.21% | 69 |
|
|
2024
Q4 | $4.69M | Sell |
198,841
-1,904
| -0.9% | -$44.9K | 0.22% | 65 |
|
|
2024
Q3 | $4.21M | Hold |
200,745
| – | – | 0.21% | 66 |
|
|
2024
Q2 | $4.21M | Buy |
200,745
+4,428
| +2% | +$92.8K | 0.21% | 67 |
|
|
2024
Q1 | $4M | Sell |
196,317
-813
| -0.4% | -$16.5K | 0.21% | 64 |
|
|
2023
Q4 | $3.66M | Buy |
197,130
+2,295
| +1% | +$42.6K | 0.21% | 63 |
|
|
2023
Q3 | $3.24M | Buy |
194,835
+1,206
| +0.6% | +$20K | 0.2% | 65 |
|
|
2023
Q2 | $3.34M | Sell |
193,629
-5,820
| -3% | -$100K | 0.2% | 65 |
|
|
2023
Q1 | $3.18M | Buy |
199,449
+270
| +0.1% | +$4.31K | 0.2% | 64 |
|
|
2022
Q4 | $2.98M | Buy |
199,179
+306
| +0.2% | +$4.57K | 0.19% | 64 |
|
|
2022
Q3 | $2.78M | Sell |
198,873
-366
| -0.2% | -$5.12K | 0.2% | 65 |
|
|
2022
Q2 | $2.94M | Buy |
+199,239
| New | +$2.94M | 0.19% | 67 |
|
|
2022
Q1 | – | Sell |
-182,088
| Closed | -$3.43M | – | 233 |
|
|
2021
Q4 | $3.43M | Sell |
182,088
-114
| -0.1% | -$2.15K | 0.21% | 63 |
|
|
2021
Q3 | $3.15M | Buy |
182,202
+2,856
| +2% | +$49.4K | 0.21% | 64 |
|
|
2021
Q2 | $3.12M | Buy |
179,346
+5,088
| +3% | +$88.4K | 0.21% | 65 |
|
|
2021
Q1 | $2.81M | Buy |
174,258
+2,340
| +1% | +$37.7K | 0.21% | 66 |
|
|
2020
Q4 | $2.61M | Buy |
171,918
+15,072
| +10% | +$229K | 0.2% | 65 |
|
|
2020
Q3 | $2.08M | Buy |
156,846
+6,876
| +5% | +$91.3K | 0.2% | 56 |
|
|
2020
Q2 | $1.84M | Sell |
149,970
-28,524
| -16% | -$349K | 0.17% | 63 |
|
|
2020
Q1 | $1.8M | Buy |
178,494
+59,826
| +50% | +$603K | 0.19% | 69 |
|
|
2019
Q4 | $1.52M | Sell |
118,668
-1,662
| -1% | -$21.3K | 0.13% | 83 |
|
|
2019
Q3 | $1.42M | Sell |
120,330
-1,170,726
| -91% | -$13.9M | 0.12% | 91 |
|
|
2019
Q2 | $15.2M | Sell |
1,291,056
-30,378
| -2% | -$357K | 1.26% | 34 |
|
|
2019
Q1 | $15M | Buy |
1,321,434
+36,288
| +3% | +$412K | 1.27% | 33 |
|
|
2018
Q4 | $12.8M | Buy |
1,285,146
+1,247,544
| +3,318% | +$12.5M | 1.2% | 33 |
|
|
2018
Q3 | $441K | Sell |
37,602
-6
| -0% | -$70 | 0.04% | 155 |
|
|
2018
Q2 | $414K | Sell |
37,608
-3,024
| -7% | -$33.3K | 0.04% | 147 |
|
|
2018
Q1 | $432K | Buy |
40,632
+4,032
| +11% | +$42.9K | 0.04% | 145 |
|
|
2017
Q4 | $394K | Buy |
36,600
+4,806
| +15% | +$51.7K | 0.04% | 155 |
|
|
2017
Q3 | $323K | Buy |
31,794
+4,500
| +16% | +$45.7K | 0.04% | 154 |
|
|
2017
Q2 | $266K | Hold |
27,294
| – | – | 0.03% | 173 |
|
|
2017
Q1 | $260K | Buy |
27,294
+4,104
| +18% | +$39.1K | 0.03% | 168 |
|
|
2016
Q4 | $209K | Hold |
23,190
| – | – | 0.03% | 175 |
|
|
2016
Q3 | $202K | Buy |
+23,190
| New | +$202K | 0.03% | 170 |
|
|
2016
Q1 | – | Sell |
-28,656
| Closed | -$234K | – | 165 |
|
|
2015
Q4 | $234K | Buy |
+28,656
| New | +$234K | 0.04% | 143 |
|