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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.15M	Buy	318,037 +21,665	+7%	+$581K	0.35%	59
2025 Q4	$7.98M	Buy	296,372 +13,751	+5%	+$367K	0.35%	58
2025 Q3	$7.44M	Buy	282,621 +7,414	+3%	+$188K	0.32%	60
2025 Q2	$6.73M	Buy	275,207 +5,626	+2%	+$127K	0.31%	61
2025 Q1	$6.02M	Buy	269,581 +10,890	+4%	+$254K	0.29%	63
2024 Q4	$6.24M	Sell	258,691 -6,863	-3%	-$160K	0.3%	60
2024 Q3	$5.69M	Hold	265,554	–	–	0.29%	60
2024 Q2	$5.69M	Buy	265,554 +5,124	+2%	+$106K	0.28%	61
2024 Q1	$5.39M	Buy	260,430 +13,272	+5%	+$261K	0.29%	60
2023 Q4	$4.65M	Buy	247,158 +6,501	+3%	+$114K	0.26%	61
2023 Q3	$4.06M	Sell	240,657 -1,935	-0.8%	-$33.9K	0.25%	60
2023 Q2	$4.23M	Buy	242,592 +6,681	+3%	+$110K	0.25%	61
2023 Q1	$3.8M	Sell	235,911 -1,182	-0.5%	-$18.6K	0.24%	61
2022 Q4	$3.57M	Buy	237,093 +11,088	+5%	+$168K	0.23%	62
2022 Q3	$3.19M	Sell	226,005 -3,069	-1%	-$48.2K	0.23%	61
2022 Q2	$3.41M	Buy	229,074 +8,028	+4%	+$130K	0.22%	62
2022 Q1	$3.97M	Buy	221,046 +29,604	+15%	+$524K	0.25%	55
2021 Q4	$3.63M	Buy	191,442 +9,324	+5%	+$172K	0.22%	61
2021 Q3	$3.16M	Buy	182,118 +11,370	+7%	+$203K	0.21%	63
2021 Q2	$2.96M	Buy	170,748 +14,658	+9%	+$247K	0.2%	67
2021 Q1	$2.5M	Buy	156,090 +15,630	+11%	+$245K	0.19%	69
2020 Q4	$2.13M	Buy	140,460 +52,380	+59%	+$750K	0.16%	74
2020 Q3	$1.18M	Buy	88,080 +3,714	+4%	+$49.3K	0.11%	83
2020 Q2	$1.04M	Sell	84,366 -30,696	-27%	-$358K	0.1%	89
2020 Q1	$1.18M	Buy	115,062 +7,638	+7%	+$92.8K	0.12%	93
2019 Q4	$1.38M	Buy	107,424 +630	+0.6%	+$7.72K	0.12%	87
2019 Q3	$1.26M	Buy	106,794 +8,502	+9%	+$100K	0.11%	99
2019 Q2	$1.15M	Buy	98,292 +16,794	+21%	+$193K	0.1%	104
2019 Q1	$918K	Buy	81,498 +59,550	+271%	+$645K	0.08%	115
2018 Q4	$218K	Buy	+21,948	New	+$236K	0.02%	199

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Berkshire Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 7.3% in Q1 2026, buying an estimated $581K and bringing the position to 318,037 shares worth $8.15M. The position accounts for 0.35% of the portfolio, ranked #59.

Berkshire Asset Management first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Berkshire Asset Management held 318,037 shares of Schwab US Large- Cap ETF worth $8.15M as of Q1 2026.
Berkshire Asset Management bought 21,665 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $581K.
Schwab US Large- Cap ETF made up 0.35% of Berkshire Asset Management's portfolio in Q1 2026, its #59 holding.
Berkshire Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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