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Berkshire Hathaway shares owned by Schulz Wealth

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Schulz Wealth from 13F filings

Historical chart of Schulz Wealth investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Schulz Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Schulz Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 460 502.74
2025-06-30 $224k 460 485.77
2025-03-31 $245k 460 532.58
2024-12-31 $209k 460 453.28
2024-09-30 $212k 460 460.26

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Schulz Wealth

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

View all funds holding Berkshire Hathaway