BAM
SCHV

Berkshire Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Berkshire Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.49M Buy
278,431
+21,755
+8% +$678K 0.36% 56
2025
Q4 		$7.6M Buy
256,676
+17,600
+7% +$514K 0.33% 59
2025
Q3 		$6.96M Buy
239,076
+4,862
+2% +$138K 0.3% 61
2025
Q2 		$6.48M Buy
234,214
+4,257
+2% +$112K 0.29% 62
2025
Q1 		$6.02M Sell
229,957
-47,901
-17% -$1.29M 0.29% 62
2024
Q4 		$7.56M Buy
277,858
+35,305
+15% +$953K 0.36% 56
2024
Q3 		$5.99M Hold
242,553
– – 0.3% 58
2024
Q2 		$5.99M Buy
242,553
+1,626
+0.7% +$40.2K 0.3% 59
2024
Q1 		$6.1M Sell
240,927
-131,064
-35% -$3.14M 0.32% 55
2023
Q4 		$8.69M Buy
371,991
+149,358
+67% +$3.27M 0.5% 47
2023
Q3 		$4.78M Buy
222,633
+7,416
+3% +$167K 0.3% 59
2023
Q2 		$4.81M Buy
215,217
+11,799
+6% +$258K 0.29% 57
2023
Q1 		$4.45M Sell
203,418
-7,518
-4% -$167K 0.27% 57
2022
Q4 		$4.64M Buy
210,936
+327
+0.2% +$7.08K 0.3% 58
2022
Q3 		$4.11M Sell
210,609
-1,428
-0.7% -$30.7K 0.29% 58
2022
Q2 		$4.41M Buy
+212,037
New +$4.76M 0.29% 58
2022
Q1 		– Sell
-163,620
Closed -$3.99M – 236
2021
Q4 		$3.99M Sell
163,620
-369
-0.2% -$8.74K 0.24% 58
2021
Q3 		$3.69M Buy
163,989
+12,162
+8% +$281K 0.25% 59
2021
Q2 		$3.46M Buy
151,827
+339
+0.2% +$7.69K 0.23% 60
2021
Q1 		$3.3M Buy
151,488
+2,796
+2% +$58.2K 0.24% 60
2020
Q4 		$2.95M Buy
148,692
+14,142
+11% +$264K 0.23% 60
2020
Q3 		$2.34M Sell
134,550
-128,748
-49% -$2.25M 0.23% 55
2020
Q2 		$4.4M Buy
263,298
+36,330
+16% +$593K 0.4% 50
2020
Q1 		$3.35M Buy
226,968
+13,647
+6% +$250K 0.35% 52
2019
Q4 		$4.28M Buy
213,321
+47,301
+28% +$917K 0.36% 51
2019
Q3 		$3.14M Sell
166,020
-40,035
-19% -$749K 0.27% 58
2019
Q2 		$3.86M Buy
206,055
+1,581
+0.8% +$29.2K 0.32% 58
2019
Q1 		$3.73M Buy
204,474
+9,906
+5% +$176K 0.32% 58
2018
Q4 		$3.2M Buy
194,568
+90,270
+87% +$1.6M 0.3% 63
2018
Q3 		$1.95M Buy
104,298
+61,407
+143% +$1.14M 0.17% 83
2018
Q2 		$759K Buy
42,891
+8,478
+25% +$151K 0.07% 115
2018
Q1 		$606K Buy
34,413
+10,560
+44% +$193K 0.06% 123
2017
Q4 		$435K Buy
+23,853
New +$424K 0.04% 147
2016
Q3 		– Sell
-14,406
Closed -$215K – 181
2016
Q2 		$215K Sell
14,406
-9,357
-39% -$137K 0.03% 164
2016
Q1 		$342K Buy
23,763
+3,066
+15% +$42K 0.05% 126
2015
Q4 		$293K Buy
20,697
+1,164
+6% +$16.5K 0.05% 132
2015
Q3 		$259K Buy
19,533
+2,022
+12% +$28.3K 0.05% 134
2015
Q2 		$251K Buy
17,511
+2,574
+17% +$37.9K 0.04% 143
2015
Q1 		$215K Buy
+14,937
New +$217K 0.04% 154

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Berkshire Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 8.5% in Q1 2026, buying an estimated $678K and bringing the position to 278,431 shares worth $8.49M. The position accounts for 0.36% of the portfolio, ranked #56.

Berkshire Asset Management first reported a position in SCHV in Q1 2015 and has held it in 39 quarters since. The position peaked at $8.69M in Q4 2023. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Berkshire Asset Management held 278,431 shares of Schwab US Large-Cap Value ETF worth $8.49M as of Q1 2026.
  • Berkshire Asset Management bought 21,755 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $678K.
  • Schwab US Large-Cap Value ETF made up 0.36% of Berkshire Asset Management's portfolio in Q1 2026, its #56 holding.
  • Berkshire Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2015 and has held it in 39 quarters since.
  • Berkshire Asset Management's Schwab US Large-Cap Value ETF position peaked at $8.69M in Q4 2023.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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