Number of Shares
4.06 Mil
Current Holdings Value*
$2.17 Bil
% of Portfolio
2.07%
Total Estimate Gain
$732.84 Mil
% of Total Estimate Gain
59.54%

Schwab S&P 500 Index Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, SCHWAB CAPITAL TRUST held 4.06 Mil shares of Berkshire Hathaway Inc(BRK.B), totaling $2.17 Bil. This investment constitutes 2.07% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0.19% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Schwab S&P 500 Index Fund has made 14 purchases of BRK.B, at an average price of $303.07, for a total of 4.06 Mil shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and BRK.B's current price of $483.52, Schwab S&P 500 Index Fund's estimated gain on his BRK.B holdings is $732.84 Mil, reflecting a 59.54% gain to date.

Schwab S&P 500 Index Fund BRK.B ($483.52) Holding Chart

Schwab S&P 500 Index Fund BRK.B ($483.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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