Berkshire Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Buy |
275,207
+5,626
| +2% | +$137K | 0.31% | 61 |
|
|
2025
Q1 | $6.02M | Buy |
269,581
+10,890
| +4% | +$243K | 0.29% | 63 |
|
|
2024
Q4 | $6.24M | Sell |
258,691
-6,863
| -3% | -$166K | 0.3% | 60 |
|
|
2024
Q3 | $5.69M | Hold |
265,554
| – | – | 0.29% | 60 |
|
|
2024
Q2 | $5.69M | Buy |
265,554
+5,124
| +2% | +$110K | 0.28% | 61 |
|
|
2024
Q1 | $5.39M | Buy |
260,430
+13,272
| +5% | +$275K | 0.29% | 60 |
|
|
2023
Q4 | $4.65M | Buy |
247,158
+6,501
| +3% | +$122K | 0.26% | 61 |
|
|
2023
Q3 | $4.06M | Sell |
240,657
-1,935
| -0.8% | -$32.6K | 0.25% | 60 |
|
|
2023
Q2 | $4.23M | Buy |
242,592
+6,681
| +3% | +$117K | 0.25% | 61 |
|
|
2023
Q1 | $3.8M | Sell |
235,911
-1,182
| -0.5% | -$19.1K | 0.24% | 61 |
|
|
2022
Q4 | $3.57M | Buy |
237,093
+11,088
| +5% | +$167K | 0.23% | 62 |
|
|
2022
Q3 | $3.19M | Sell |
226,005
-3,069
| -1% | -$43.3K | 0.23% | 61 |
|
|
2022
Q2 | $3.41M | Buy |
229,074
+8,028
| +4% | +$120K | 0.22% | 62 |
|
|
2022
Q1 | $3.97M | Buy |
221,046
+29,604
| +15% | +$531K | 0.25% | 55 |
|
|
2021
Q4 | $3.63M | Buy |
191,442
+9,324
| +5% | +$177K | 0.22% | 61 |
|
|
2021
Q3 | $3.16M | Buy |
182,118
+11,370
| +7% | +$197K | 0.21% | 63 |
|
|
2021
Q2 | $2.96M | Buy |
170,748
+14,658
| +9% | +$254K | 0.2% | 67 |
|
|
2021
Q1 | $2.5M | Buy |
156,090
+15,630
| +11% | +$250K | 0.19% | 69 |
|
|
2020
Q4 | $2.13M | Buy |
140,460
+52,380
| +59% | +$794K | 0.16% | 74 |
|
|
2020
Q3 | $1.18M | Buy |
88,080
+3,714
| +4% | +$49.9K | 0.11% | 83 |
|
|
2020
Q2 | $1.04M | Sell |
84,366
-30,696
| -27% | -$379K | 0.1% | 89 |
|
|
2020
Q1 | $1.18M | Buy |
115,062
+7,638
| +7% | +$78K | 0.12% | 93 |
|
|
2019
Q4 | $1.38M | Buy |
107,424
+630
| +0.6% | +$8.06K | 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% | +$196K | 0.1% | 104 |
|
|
2019
Q1 | $918K | Buy |
81,498
+59,550
| +271% | +$671K | 0.08% | 115 |
|
|
2018
Q4 | $218K | Buy |
+21,948
| New | +$218K | 0.02% | 199 |
|