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 |
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|
2025
Q2 | $44.9K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $477K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $566K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $507K | Sell |
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|
2020
Q1 | $455K | Buy |
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|
2019
Q4 | $488K | Buy |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $482K | Buy |
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|
2019
Q1 | $449K | Buy |
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|
2018
Q4 | $371K | Buy |
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|
2018
Q3 | $340K | Buy |
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