Berkshire Asset Management LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Berkshire Asset Management LLC
- $2.15 Billion
- Q2 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 17,666 shares of SCHJ stock, worth $440,766. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,666
Previous 17,752
0.48%
Holding current value
$440,766
Previous $437,000
0.23%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.46MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio