Manager × security

CHARLES SCHWAB INVESTMENT MANAGEMENT INC BRK.B holdings history

Who else holds this security?

BERKSHIRE HATHAWAY INC-CL B · CUSIP 084670702 · CIK 884546

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, CHARLES SCHWAB INVESTMENT MANAGEMENT INC reported 11.57M BRK.B (shares), valued at $5.79B, or 0.77% of its reported non-derivative portfolio. Filed 2026-08-14.

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Portfolio weight and quantity history
Reported portfolio weight
0.77%
Shares
11.57M
11,570,593
Reported value
$5.79B
USD

Shares increased 1.66%; reported value increased 6.15%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.77%11,570,593SEC filingFiled Aug 14, 2026Combination report
Q1 20260.83%11,381,789SEC filingFiled May 15, 2026Combination report
Q4 20250.86%11,044,013SEC filingFiled Feb 13, 2026Combination report
Q3 20250.88%10,967,933SEC filingFiled Nov 10, 2025Combination report
Q2 20250.92%10,937,991SEC filingFiled Aug 12, 2025Combination report
Q1 20251.09%10,882,296SEC filingFiled Sep 15, 2025AmendedCombination report
Q4 20240.91%10,856,198SEC filingFiled Feb 6, 2025Combination report
Q3 20240.93%10,595,616SEC filingFiled Nov 12, 2024Combination report
Q2 20240.81%10,440,391SEC filingFiled Aug 12, 2024AmendedCombination report
Q1 20240.99%10,246,185SEC filingFiled May 9, 2024Combination report
Q4 20230.92%10,142,452SEC filingFiled Feb 6, 2024Combination report
Q3 20231.00%9,960,279SEC filingFiled Nov 8, 2023Combination report

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.00%9,960,279$3.49BThe prior quarter is outside the free window. Sign in for the comparison.SEC filing
Filed Nov 8, 2023
Q4 20230.92%10,142,452$3.62BShares increased 1.83%; reported value increased 3.68%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 6, 2024
Q1 20240.99%10,246,185$4.31BShares increased 1.02%; reported value increased 19.11%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 9, 2024
Q2 20240.81%10,440,391$4.25BShares increased 1.90%; reported value decreased 1.43%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 12, 2024
Q3 20240.93%10,595,616$4.88BShares increased 1.49%; reported value increased 14.82%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 12, 2024
Q4 20240.91%10,856,198$4.92BShares increased 2.46%; reported value increased 0.91%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 6, 2025
Q1 20251.09%10,882,296$5.80BShares increased 0.24%; reported value increased 17.78%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Sep 15, 2025
Q2 20250.92%10,937,991$5.31BShares increased 0.51%; reported value decreased 8.32%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 12, 2025
Q3 20250.88%10,967,933$5.51BShares increased 0.27%; reported value increased 3.78%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 10, 2025
Q4 20250.86%11,044,013$5.55BShares increased 0.69%; reported value increased 0.68%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 13, 2026
Q1 20260.83%11,381,789$5.45BShares increased 3.06%; reported value decreased 1.75%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 15, 2026
Q2 20260.77%11,570,593$5.79BShares increased 1.66%; reported value increased 6.15%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC · BERKSHIRE HATHAWAY INC-CL B

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.