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

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

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

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Berkshire Money Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 1,836 shares — an estimated $44.9K sold.

Berkshire Money Management first reported a position in SCHX in Q3 2018 and held it in 14 quarters. The position peaked at $566K in Q1 2022. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Berkshire Money Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 1,836 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $44.9K.
Berkshire Money Management first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 14 quarters.
Berkshire Money Management's Schwab US Large- Cap ETF position peaked at $566K in Q1 2022.
1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

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