BMM
Berkshire Money Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
+867
| New | +$24K | ﹤0.01% | 151 |
|
|
2023
Q2 | – | Sell |
-29,037
| Closed | -$1.9M | – | 48 |
|
|
2023
Q1 | $1.9M | Sell |
29,037
-1,891
| -6% | -$124K | 0.29% | 34 |
|
|
2022
Q4 | $2.04M | Sell |
30,928
-885
| -3% | -$58.4K | 0.32% | 30 |
|
|
2022
Q3 | $1.86M | Sell |
31,813
-54,984
| -63% | -$3.22M | 0.32% | 30 |
|
|
2022
Q2 | $5.42M | Buy |
+86,797
| New | +$5.42M | 0.9% | 20 |
|