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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,836	Closed	-$44.9K	–	120
2025 Q2	$44.9K	Buy	+1,836	New	+$41.5K	﹤0.01%	137
2024 Q2	–	Sell	-23,070	Closed	-$477K	–	75
2024 Q1	$477K	Buy	+23,070	New	+$454K	0.06%	49
2023 Q1	–	Sell	-30,171	Closed	-$454K	–	49
2022 Q4	$454K	Sell	30,171 -1,755	-5%	-$26.6K	0.07%	41
2022 Q3	$451K	Buy	31,926 +189	+0.6%	+$2.96K	0.08%	42
2022 Q2	$472K	Buy	31,737 +210	+0.7%	+$3.4K	0.08%	44
2022 Q1	$566K	Buy	+31,527	New	+$558K	0.08%	27
2020 Q3	–	Sell	-41,052	Closed	-$507K	–	40
2020 Q2	$507K	Sell	41,052 -3,474	-8%	-$40.5K	0.11%	34
2020 Q1	$455K	Buy	44,526 +6,444	+17%	+$78.3K	0.11%	30
2019 Q4	$488K	Buy	38,082 +1,860	+5%	+$22.8K	0.1%	28
2019 Q3	$428K	Sell	36,222 -5,016	-12%	-$59.1K	0.09%	27
2019 Q2	$482K	Buy	41,238 +1,410	+4%	+$16.2K	0.1%	28
2019 Q1	$449K	Buy	39,828 +2,514	+7%	+$27.2K	0.1%	24
2018 Q4	$371K	Buy	37,314 +7,992	+27%	+$85.8K	0.09%	22
2018 Q3	$340K	Buy	+29,322	New	+$333K	0.08%	19