Berkshire Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
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|
2025
Q1 | $17.3M | Buy |
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|
2024
Q4 | $18.2M | Buy |
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|
2024
Q3 | $15.6M | Hold |
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|
2024
Q2 | $15.6M | Buy |
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|
2024
Q1 | $15.4M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $9.85M | Buy |
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|
2023
Q2 | $9.58M | Buy |
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|
2023
Q1 | $8.78M | Buy |
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|
2022
Q4 | $8.45M | Buy |
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|
2022
Q3 | $7.37M | Buy |
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|
2022
Q2 | $7.28M | Buy |
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|
2022
Q1 | $7.87M | Buy |
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|
2021
Q4 | $6.57M | Buy |
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|
2021
Q3 | $5.11M | Buy |
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|
2021
Q2 | $4.88M | Buy |
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|
2021
Q1 | $4.22M | Buy |
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|
2020
Q4 | $3.5M | Buy |
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|
2020
Q3 | $2.38M | Sell |
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|
2020
Q2 | $5.31M | Buy |
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|
2020
Q1 | $2.76M | Buy |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $3.17M | Sell |
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|
2019
Q2 | $3.98M | Buy |
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|
2019
Q1 | $3.73M | Sell |
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|
2018
Q4 | $4.36M | Sell |
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|
2018
Q3 | $5.29M | Sell |
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|
2018
Q2 | $5.78M | Sell |
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|
2018
Q1 | $5.66M | Buy |
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|
2017
Q4 | $5.7M | Sell |
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|
2017
Q3 | $6.89M | Sell |
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|
2017
Q2 | $6.67M | Buy |
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|
2017
Q1 | $6.55M | Buy |
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