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

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 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 307,218 shares of SCHM stock, worth $8.04 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
307,218
Previous 291,490 5.4%
Holding current value
$8.04 Million
Previous $8.08 Billion 0.35%
% of portfolio
3.93%
Previous 3.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,008
Shares Held
273M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email