Berkshire Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.1M	Buy	715,433 +33,218	+5%	+$1.06M	0.95%	40
2025 Q4	$20.5M	Buy	682,215 +12,856	+2%	+$383K	0.9%	41
2025 Q3	$19.8M	Buy	669,359 +14,152	+2%	+$412K	0.84%	41
2025 Q2	$18.4M	Buy	655,207 +364	+0.1%	+$9.6K	0.83%	41
2025 Q1	$17.3M	Buy	654,843 +31,474	+5%	+$877K	0.83%	41
2024 Q4	$18.2M	Buy	623,369 +22,658	+4%	+$646K	0.86%	38
2024 Q3	$15.6M	Hold	600,711	–	–	0.79%	41
2024 Q2	$15.6M	Buy	600,711 +33,270	+6%	+$870K	0.78%	42
2024 Q1	$15.4M	Buy	567,441 +60,606	+12%	+$1.55M	0.82%	41
2023 Q4	$12.7M	Buy	506,835 +70,281	+16%	+$1.61M	0.73%	42
2023 Q3	$9.85M	Buy	436,554 +31,941	+8%	+$757K	0.61%	44
2023 Q2	$9.58M	Buy	404,613 +16,410	+4%	+$370K	0.57%	44
2023 Q1	$8.78M	Buy	388,203 +1,719	+0.4%	+$39.6K	0.54%	45
2022 Q4	$8.45M	Buy	386,484 +21,450	+6%	+$470K	0.54%	47
2022 Q3	$7.37M	Buy	365,034 +16,863	+5%	+$376K	0.52%	45
2022 Q2	$7.28M	Buy	348,171 +37,086	+12%	+$856K	0.48%	48
2022 Q1	$7.87M	Buy	311,085 +66,204	+27%	+$1.66M	0.5%	46
2021 Q4	$6.57M	Buy	244,881 +44,754	+22%	+$1.19M	0.4%	52
2021 Q3	$5.11M	Buy	200,127 +13,245	+7%	+$346K	0.34%	54
2021 Q2	$4.88M	Buy	186,882 +16,602	+10%	+$429K	0.33%	54
2021 Q1	$4.22M	Buy	170,280 +16,068	+10%	+$390K	0.31%	54
2020 Q4	$3.5M	Buy	154,212 +25,758	+20%	+$537K	0.27%	56
2020 Q3	$2.38M	Sell	128,454 -174,498	-58%	-$3.23M	0.23%	54
2020 Q2	$5.31M	Buy	302,952 +106,641	+54%	+$1.74M	0.49%	48
2020 Q1	$2.76M	Buy	196,311 +27,165	+16%	+$497K	0.29%	57
2019 Q4	$3.39M	Buy	169,146 +1,221	+0.7%	+$23.6K	0.29%	56
2019 Q3	$3.17M	Sell	167,925 -41,115	-20%	-$777K	0.27%	57
2019 Q2	$3.98M	Buy	209,040 +7,155	+4%	+$134K	0.33%	56
2019 Q1	$3.73M	Sell	201,885 -71,133	-26%	-$1.27M	0.32%	59
2018 Q4	$4.36M	Sell	273,018 -1,251	-0.5%	-$21.9K	0.41%	54
2018 Q3	$5.29M	Sell	274,269 -41,523	-13%	-$791K	0.45%	54
2018 Q2	$5.78M	Sell	315,792 -5,133	-2%	-$92.8K	0.54%	51
2018 Q1	$5.66M	Buy	320,925 +12	+0%	+$216	0.55%	50
2017 Q4	$5.7M	Sell	320,913 -91,446	-22%	-$1.58M	0.55%	49
2017 Q3	$6.89M	Sell	412,359 -3,195	-0.8%	-$51.9K	0.77%	47
2017 Q2	$6.67M	Buy	415,554 +603	+0.1%	+$9.58K	0.76%	47
2017 Q1	$6.55M	Buy	+414,951	New	+$6.47M	0.78%	48

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Berkshire Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.9% in Q1 2026, buying an estimated $1.06M and bringing the position to 715,433 shares worth $22.1M. The position accounts for 0.95% of the portfolio, ranked #40.

Berkshire Asset Management first reported a position in SCHM in Q1 2017 and has held it in 37 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Berkshire Asset Management held 715,433 shares of Schwab US Mid-Cap ETF worth $22.1M as of Q1 2026.
Berkshire Asset Management bought 33,218 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.06M.
Schwab US Mid-Cap ETF made up 0.95% of Berkshire Asset Management's portfolio in Q1 2026, its #40 holding.
Berkshire Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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