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Berkshire Money Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Berkshire Money Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-438
Closed -$4K – 64
2020
Q1 		$4K Buy
+438
New +$5.3K ﹤0.01% 74

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EK
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RPGK
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SG
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HSA
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Berkshire Money Management's SCHB Position: Q2 2020 in Review

Berkshire Money Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 438 shares — an estimated $4K sold.

Berkshire Money Management first reported a position in SCHB in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • Berkshire Money Management reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
  • Berkshire Money Management sold 438 Schwab US Broad Market ETF shares in Q2 2020, an estimated $4K.
  • Berkshire Money Management first reported a position in Schwab US Broad Market ETF in Q1 2020 and held it in 1 quarter.
  • Berkshire Money Management's Schwab US Broad Market ETF position peaked at $4K in Q1 2020.
  • 665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Berkshire Money Management's 13F filing for Q2 2020, filed 27 Jul 2020.