Berkshire Hathaway shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $896k | 2.0k | 453.28 |
| 2024-09-30 | $630k | 1.4k | 460.26 |
| 2024-06-30 | $845k | 2.1k | 406.80 |
| 2023-09-30 | $531k | 1.5k | 350.30 |
| 2023-06-30 | $225k | 700 | 321.08 |
| 2023-03-31 | $216k | 700 | 308.77 |
| 2022-12-31 | $369k | 1.2k | 308.90 |
| 2022-09-30 | $363k | 1.4k | 267.11 |
| 2022-06-30 | $371k | 1.4k | 272.99 |
| 2022-03-31 | $621k | 1.8k | 353.04 |
| 2021-12-31 | $1.3M | 4.4k | 299.04 |
| 2021-09-30 | $984k | 3.6k | 272.80 |
| 2021-06-30 | $871k | 3.1k | 277.92 |
| 2021-03-31 | $806k | 3.1k | 258.17 |
| 2020-12-31 | $1.1M | 4.9k | 231.84 |
| 2020-09-30 | $744k | 3.5k | 212.88 |
| 2020-06-30 | $595k | 3.3k | 178.46 |
| 2020-03-31 | $610k | 3.3k | 182.96 |
| 2019-12-31 | $510k | 2.3k | 226.57 |
| 2019-09-30 | $378k | 1.8k | 206.67 |