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Disclosery

BERKSHIRE ASSET MANAGEMENT LLC/PA: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BERKSHIRE ASSET MANAGEMENT LLC/PA on SCHD, newest first. How the timeline and the estimate are built.

BERKSHIRE ASSET MANAGEMENT LLC/PA held 22,534 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,534 shares
    Change vs previous 13F -509 shares

    0.03% of the 13F portfolio, value $714,565.

    13F-HR 0001398344-26-013514 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,043 shares
    Change vs previous 13F +3,568 shares

    0.03% of the 13F portfolio, value $706,954.

    13F-HR 0001398344-26-008838 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,475 shares
    Change vs previous 13F -69,830 shares

    0.02% of the 13F portfolio, value $534,211.

    13F-HR 0001398344-26-003197 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 89,305 shares
    Change vs previous 13F -28 shares

    0.1% of the 13F portfolio, value $2,438,017.

    13F-HR 0001398344-25-020486 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 89,333 shares
    Change vs previous 13F +319 shares

    0.11% of the 13F portfolio, value $2,367,312.

    13F-HR 0001398344-25-015201 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,014 shares
    Change vs previous 13F +2,264 shares

    0.11% of the 13F portfolio, value $2,294,788.

    13F-HR 0001398344-25-009324 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,750 shares
    Change vs previous 13F +57,022 shares

    0.12% of the 13F portfolio, value $2,435,068.

    13F-HR 0001398344-25-002126 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,728 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,311,624.

    13F-HR 0001398344-24-020774 filed by BERKSHIRE ASSET MANAGEMENT LLC/PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).