Berkshire Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5M | Sell |
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|
2025
Q1 | $34.7M | Buy |
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|
2024
Q4 | $32.9M | Sell |
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|
2024
Q3 | $30.2M | Hold |
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|
2024
Q2 | $30.2M | Buy |
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|
2024
Q1 | $28M | Buy |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $569K | Hold |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $281K | Buy |
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