Bernard Wealth Management Corp. Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 218,939 shares of SCHA stock, worth $6.1 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

218,939

Previous 217,150 0.82%

Holding current value

$6.1 Million

Previous $5.49 Billion 11.19%

% of portfolio

2.55%

Previous 2.55%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$25.29 - $28.33 $45,243 - $50,682	1,789 Added 0.82%	218,939 $6.11 Billion
Q2 2025 Jul 24, 2025	SELL	$20.42 - $25.3 $248,736 - $308,179	-12,181 Reduced 5.31%	217,150 $5.49 Billion
Q1 2025 Apr 16, 2025	BUY	$23.16 - $27.04 $514,800 - $601,045	22,228 Added 10.73%	229,331 $5.37 Billion
Q4 2024 Feb 27, 2025	BUY	$25.33 - $51.16 $2.22 Million - $4.48 Million	87,610 Added 73.32%	207,103 $5.36 Billion
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $3.03 Million - $6.11 Million	119,493 New	119,493 $5.59 Billion

Others Institutions Holding SCHA

# of Institutions

1,299

Shares Held

259M

Call Options Held

61.6K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Bernard Wealth Management Corp. Schwab Strategic Tr Us Small C Transaction History