Berkshire Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$707K	Buy	23,043 +3,568	+18%	+$108K	0.03%	151
2025 Q4	$534K	Sell	19,475 -69,830	-78%	-$1.9M	0.02%	168
2025 Q3	$2.44M	Sell	89,305 -28	-0%	-$764	0.1%	103
2025 Q2	$2.37M	Buy	89,333 +319	+0.4%	+$8.33K	0.11%	103
2025 Q1	$2.29M	Buy	89,014 +2,264	+3%	+$63.1K	0.11%	99
2024 Q4	$2.44M	Sell	86,750 -2,434	-3%	-$69.2K	0.12%	96
2024 Q3	$2.31M	Hold	89,184	–	–	0.12%	91
2024 Q2	$2.31M	Buy	89,184 +948	+1%	+$24.7K	0.12%	92
2024 Q1	$2.37M	Buy	88,236 +231	+0.3%	+$5.97K	0.13%	82
2023 Q4	$2.23M	Buy	88,005 +606	+0.7%	+$14.4K	0.13%	80
2023 Q3	$2.06M	Sell	87,399 -2,772	-3%	-$68K	0.13%	81
2023 Q2	$2.18M	Sell	90,171 -513	-0.6%	-$12.3K	0.13%	81
2023 Q1	$2.21M	Sell	90,684 -13,965	-13%	-$349K	0.14%	76
2022 Q4	$2.64M	Buy	104,649 +19,947	+24%	+$492K	0.17%	65
2022 Q3	$1.88M	Buy	84,702 +1,674	+2%	+$40.7K	0.13%	77
2022 Q2	$1.98M	Buy	+83,028	New	+$2.11M	0.13%	79
2022 Q1	–	Sell	-10,464	Closed	-$282K	–	234
2021 Q4	$282K	Sell	10,464 -1,128	-10%	-$29.3K	0.02%	206
2021 Q3	$287K	Buy	+11,592	New	+$295K	0.02%	202

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Berkshire Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q1 2026, buying an estimated $108K and bringing the position to 23,043 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #151.

Berkshire Asset Management first reported a position in SCHD in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.64M in Q4 2022. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Berkshire Asset Management held 23,043 shares of Schwab US Dividend Equity ETF worth $707K as of Q1 2026.
Berkshire Asset Management bought 3,568 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $108K.
Schwab US Dividend Equity ETF made up 0.03% of Berkshire Asset Management's portfolio in Q1 2026, its #151 holding.
Berkshire Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 18 quarters since.
Berkshire Asset Management's Schwab US Dividend Equity ETF position peaked at $2.64M in Q4 2022.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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