Schwab S&P 500 Index Portfolio BRK.B Holdings History
Schwab S&P 500 Index Portfolio's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 94,683.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $50.43 Mil. This investment constitutes 2.05% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2019Q3. And since then Schwab S&P 500 Index Portfolio has made 9 purchases of BRK.B, at an average price of $290.12, for a total of 150,834.00 shares. In addition, there have been 4 sales at an average price of $325.62 for 56,151.00 shares. Based on historical transaction data and BRK.B's current price of $483.52, Schwab S&P 500 Index Portfolio's estimated gain on his BRK.B holdings is $20.31 Mil, reflecting a 46.40% gain to date.
Schwab S&P 500 Index Portfolio BRK.B ($483.52) Holding Chart
Schwab S&P 500 Index Portfolio 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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