Schwab U.S. Large-Cap Value Index Fund BRK.B Holdings History
Schwab U.S. Large-Cap Value Index Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-04-30, SCHWAB CAPITAL TRUST held 58,780.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $31.34 Mil. This investment constitutes 4.04% of their stock portfolio, and SCHWAB CAPITAL TRUST now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then Schwab U.S. Large-Cap Value Index Fund has made 10 purchases of BRK.B, at an average price of $303.28, for a total of 70,943.00 shares. In addition, there have been 5 sales at an average price of $373.88 for 12,163.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Schwab U.S. Large-Cap Value Index Fund's estimated gain on his BRK.B holdings is $10.88 Mil, reflecting a 50.58% gain to date.
Schwab U.S. Large-Cap Value Index Fund BRK.B ($473.80) Holding Chart
Schwab U.S. Large-Cap Value Index Fund BRK.B ($473.80) 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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