Berkshire Money Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Berkshire Money Management, Inc.

$793 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $426,102 - $477,395	7,690 New	7,690 $477,000
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $24,716 - $28,173	-585 Reduced 5.5%	10,057 $454,000
Q3 2022 Oct 21, 2022	BUY	$42.35 - $51.01 $2,668 - $3,213	63 Added 0.6%	10,642 $451,000
Q2 2022 Jul 14, 2022	BUY	$43.35 - $54.51 $3,034 - $3,815	70 Added 0.67%	10,579 $472,000
Q1 2022 Apr 19, 2022	BUY	$49.51 - $57.27 $520,300 - $601,850	10,509 New	10,509 $566,000
Q3 2020 Oct 26, 2020	SELL	$37.26 - $43.03 $254,932 - $294,411	-6,842 Closed	0 $0
Q2 2020 Jul 27, 2020	SELL	$29.25 - $38.76 $16,935 - $22,442	-579 Reduced 7.8%	6,842 $507,000
Q1 2020 Apr 15, 2020	BUY	$26.61 - $40.52 $28,579 - $43,518	1,074 Added 16.92%	7,421 $455,000
Q4 2019 Jan 09, 2020	BUY	$34.42 - $38.54 $10,670 - $11,947	310 Added 5.14%	6,347 $488,000
Q3 2019 Oct 21, 2019	SELL	$35.28 - $36.01 $29,494 - $30,104	-836 Reduced 12.16%	6,037 $428,000
Q2 2019 Jul 29, 2019	BUY	N/A	235 Added 3.54%	6,873 $482,000
Q1 2019 Apr 24, 2019	BUY	N/A	419 Added 6.74%	6,638 $449,000
Q4 2018 Feb 06, 2019	BUY	N/A	1,332 Added 27.26%	6,219 $371,000
Q3 2018 Oct 17, 2018	BUY	N/A	4,887 New	4,887 $340,000

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

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