Berkshire Asset Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Berkshire Asset Management LLC

  • $2.29 Billion
  • Q3 2025

A detailed history of Berkshire Asset Management LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Berkshire Asset Management LLC holds 17,641 shares of SCHJ stock, worth $438,202. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,641
Previous 17,666 0.14%
Holding current value
$438,202
Previous $438,000 0.46%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$24.65 - $24.98 $616 - $624
-25 Reduced 0.14%
17,641 $440,000
Q2 2025

Aug 13, 2025
SELL
$24.32 - $24.81 $2,091 - $2,133
-86 Reduced 0.48%
17,666 $438,000
Q1 2025

May 14, 2025
SELL
$24.29 - $24.65 $3,497 - $3,549
-144 Reduced 0.8%
17,752 $437,000
Q4 2024

Feb 06, 2025
BUY
$24.31 - $49.53 $191,854 - $390,890
7,892 Added 78.89%
17,896 $436,000
Q2 2024

Aug 13, 2024
BUY
$47.73 - $48.35 $477,490 - $483,693
10,004 New
10,004 $482,000

Others Institutions Holding SCHJ

# of Institutions
125
Shares Held
7.37M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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