Berkshire Money Management, Inc. Schwab Fundamental U S Large C Transaction History

Berkshire Money Management, Inc.

$793 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$60.89 - $67.39 $159,227 - $176,224	-2,615 Reduced 24.66%	7,989 $538,000
Q4 2023 Feb 08, 2024	BUY	$53.46 - $62.11 $566,889 - $658,614	10,604 New	10,604 $656,000
Q4 2022 Feb 13, 2023	SELL	$48.43 - $56.6 $555,346 - $649,032	-11,467 Reduced 49.37%	11,760 $628,000
Q3 2022 Oct 21, 2022	BUY	$47.76 - $56.79 $1.11 Million - $1.32 Million	23,227 New	23,227 $1.11 Million
Q3 2020 Oct 26, 2020	SELL	$36.46 - $41.42 $339,953 - $386,200	-9,324 Closed	0 $0
Q2 2020 Jul 27, 2020	BUY	$29.92 - $40.24 $12,865 - $17,303	430 Added 4.83%	9,324 $343,000
Q1 2020 Apr 15, 2020	BUY	$27.15 - $43.59 $21,964 - $35,264	809 Added 10.01%	8,894 $279,000
Q4 2019 Jan 09, 2020	BUY	$38.15 - $42.78 $9,079 - $10,181	238 Added 3.03%	8,085 $345,000
Q3 2019 Oct 21, 2019	SELL	$39.35 - $40.14 $53,240 - $54,309	-1,353 Reduced 14.71%	7,847 $310,000
Q2 2019 Jul 29, 2019	BUY	N/A	353 Added 3.99%	9,200 $360,000
Q1 2019 Apr 24, 2019	BUY	N/A	565 Added 6.82%	8,847 $336,000
Q4 2018 Feb 06, 2019	BUY	N/A	1,987 Added 31.56%	8,282 $281,000
Q3 2018 Oct 17, 2018	BUY	N/A	6,295 New	6,295 $250,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.19 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$113 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71.2 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.9 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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