Bernard Wealth Management Corp. Schwab Strategic Tr Us Large C Transaction History

Bernard Wealth Management Corp.

$239 Billion
Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,340,706 shares of SCHX stock, worth $35.1 Million. This represents 14.75% of its overall portfolio holdings.

Number of Shares

1,340,706

Previous 1,297,177 3.36%

Holding current value

$35.1 Million

Previous $31.7 Billion 11.39%

% of portfolio

14.75%

Previous 14.69%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$24.46 - $26.5 $1.06 Million - $1.15 Million	43,529 Added 3.36%	1,340,706 $35.3 Billion
Q2 2025 Jul 24, 2025	SELL	$19.6 - $24.44 $732,158 - $912,956	-37,355 Reduced 2.8%	1,297,177 $31.7 Billion
Q1 2025 Apr 16, 2025	BUY	$21.75 - $24.28 $995,258 - $1.11 Million	45,759 Added 3.55%	1,334,532 $29.5 Billion
Q4 2024 Feb 27, 2025	BUY	$22.4 - $68.28 $20.2 Million - $61.7 Million	903,168 Added 234.22%	1,288,773 $29.9 Billion
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $8.64 Million - $26.3 Million	385,605 New	385,605 $22.9 Billion

Others Institutions Holding SCHX

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Bernard Wealth Management Corp. Schwab Strategic Tr Us Large C Transaction History