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Berkshire Money Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Berkshire Money Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8
Closed – – 65
2020
Q1 		$0 Buy
+8
New +$91 ﹤0.01% 80

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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Berkshire Money Management's SCHG Position: Q2 2020 in Review

Berkshire Money Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020, closing a stake of 8 shares.

Berkshire Money Management first reported a position in SCHG in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

  • Berkshire Money Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Berkshire Money Management sold 8 Schwab US Large-Cap Growth ETF shares in Q2 2020.
  • Berkshire Money Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • Berkshire Money Management's Schwab US Large-Cap Growth ETF position peaked at $0 in Q1 2020.
  • 580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

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