BMM
Berkshire Money Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Buy |
+1,836
| New | +$44.9K | ﹤0.01% | 137 |
|
|
2024
Q2 | – | Sell |
-7,690
| Closed | -$477K | – | 75 |
|
|
2024
Q1 | $477K | Buy |
+7,690
| New | +$477K | 0.06% | 49 |
|
|
2023
Q1 | – | Sell |
-10,057
| Closed | -$454K | – | 49 |
|
|
2022
Q4 | $454K | Sell |
10,057
-585
| -5% | -$26.4K | 0.07% | 41 |
|
|
2022
Q3 | $451K | Buy |
10,642
+63
| +0.6% | +$2.67K | 0.08% | 42 |
|
|
2022
Q2 | $472K | Buy |
10,579
+70
| +0.7% | +$3.12K | 0.08% | 44 |
|
|
2022
Q1 | $566K | Buy |
+10,509
| New | +$566K | 0.08% | 27 |
|
|
2020
Q3 | – | Sell |
-6,842
| Closed | -$507K | – | 40 |
|
|
2020
Q2 | $507K | Sell |
6,842
-579
| -8% | -$42.9K | 0.11% | 34 |
|
|
2020
Q1 | $455K | Buy |
7,421
+1,074
| +17% | +$65.9K | 0.11% | 30 |
|
|
2019
Q4 | $488K | Buy |
6,347
+310
| +5% | +$23.8K | 0.1% | 28 |
|
|
2019
Q3 | $428K | Sell |
6,037
-836
| -12% | -$59.3K | 0.09% | 27 |
|
|
2019
Q2 | $482K | Buy |
6,873
+235
| +4% | +$16.5K | 0.1% | 28 |
|
|
2019
Q1 | $449K | Buy |
6,638
+419
| +7% | +$28.3K | 0.1% | 24 |
|
|
2018
Q4 | $371K | Buy |
6,219
+1,332
| +27% | +$79.5K | 0.09% | 22 |
|
|
2018
Q3 | $340K | Buy |
+4,887
| New | +$340K | 0.08% | 19 |
|