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BERKSHIRE ASSET MANAGEMENT LLC/PA: SCHW position timeline

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

BERKSHIRE ASSET MANAGEMENT LLC/PA held 414,077 SCHW 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 414,077 shares
    Change vs previous 13F +7,419 shares

    1.5% of the 13F portfolio, value $38,206,860.

    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 406,658 shares
    Change vs previous 13F +1,293 shares

    1.64% of the 13F portfolio, value $38,217,742.

    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 405,365 shares
    Change vs previous 13F -5,564 shares

    1.78% of the 13F portfolio, value $40,499,969.

    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 410,929 shares
    Change vs previous 13F -442 shares

    1.67% of the 13F portfolio, value $39,231,404.

    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 411,371 shares
    Change vs previous 13F -315 shares

    1.7% of the 13F portfolio, value $37,533,446.

    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 411,686 shares
    Change vs previous 13F +9,604 shares

    1.66% of the 13F portfolio, value $34,733,908.

    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 402,082 shares
    Change vs previous 13F -7,592 shares

    1.56% of the 13F portfolio, value $32,902,358.

    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 409,674 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $30,188,849.

    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).