Berkshire Hathaway shares owned by Charles Schwab Investment Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Charles Schwab Investment Advisory
from 13F filings
Historical chart of Charles Schwab Investment Advisory investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Charles Schwab Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $482k | 1.1k | 420.53 |
| 2023-12-31 | $381k | 1.1k | 356.67 |
| 2023-09-30 | $378k | 1.1k | 350.39 |
| 2023-06-30 | $466k | 1.4k | 341.07 |
| 2023-03-31 | $312k | 1.0k | 308.78 |
| 2022-12-31 | $338k | 1.1k | 308.94 |
| 2022-09-30 | $310k | 1.2k | 267.01 |
| 2022-06-30 | $319k | 1.2k | 272.88 |
| 2022-03-31 | $365k | 1.0k | 353.00 |
| 2021-12-31 | $307k | 1.0k | 298.64 |
| 2021-09-30 | $289k | 1.1k | 273.16 |
| 2021-06-30 | $225k | 811 | 277.44 |
More positions owned by Charles Schwab Investment Advisory
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