Bernard Wealth Management Corp. Schwab Strategic U.S. Mid Cap Transaction History

Bernard Wealth Management Corp.

$239 Billion
Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 304,715 shares of SCHM stock, worth $8.89 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares

304,715

Previous 302,537 0.72%

Holding current value

$8.89 Million

Previous $8.49 Billion 6.43%

% of portfolio

3.77%

Previous 3.93%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$28.15 - $30.13 $61,310 - $65,623	2,178 Added 0.72%	304,715 $9.03 Billion
Q2 2025 Jul 24, 2025	SELL	$22.92 - $28.05 $107,288 - $131,302	-4,681 Reduced 1.52%	302,537 $8.49 Billion
Q1 2025 Apr 16, 2025	BUY	$25.58 - $29.24 $402,322 - $459,886	15,728 Added 5.4%	307,218 $8.05 Billion
Q4 2024 Feb 27, 2025	BUY	$27.54 - $83.04 $5.23 Million - $15.8 Million	189,767 Added 186.55%	291,490 $8.08 Billion
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $2.8 Million - $8.45 Million	101,723 New	101,723 $7.72 Billion

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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Bernard Wealth Management Corp. Schwab Strategic U.S. Mid Cap Transaction History