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

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 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 229,331 shares of SCHA stock, worth $5.24 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
229,331
Previous 207,103 10.73%
Holding current value
$5.24 Million
Previous $5.36 Billion 0.33%
% of portfolio
2.62%
Previous 2.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,265
Shares Held
273M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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