Berkshire Money Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Berkshire Money Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-867	Closed	-$24K	–	119
2025 Q2	$24K	Buy	+867	New	+$22.8K	﹤0.01%	151
2023 Q2	–	Sell	-87,111	Closed	-$1.9M	–	48
2023 Q1	$1.9M	Sell	87,111 -5,673	-6%	-$126K	0.29%	34
2022 Q4	$2.04M	Sell	92,784 -2,655	-3%	-$57.5K	0.32%	30
2022 Q3	$1.86M	Sell	95,439 -164,952	-63%	-$3.55M	0.32%	30
2022 Q2	$5.42M	Buy	+260,391	New	+$5.84M	0.9%	20

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

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

Berkshire Money Management's SCHV Position: Q3 2025 in Review

Berkshire Money Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 867 shares — an estimated $24K sold.

Berkshire Money Management first reported a position in SCHV in Q2 2022 and held it in 5 quarters. The position peaked at $5.42M in Q2 2022. 867 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

Berkshire Money Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 867 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $24K.
Berkshire Money Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and held it in 5 quarters.
Berkshire Money Management's Schwab US Large-Cap Value ETF position peaked at $5.42M in Q2 2022.
867 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.