Bernard Wealth Management Corp. Schwab Strategic Tr Us Broad M Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 239 shares of SCHB stock, worth $6,149. This represents 0.0% of its overall portfolio holdings.

Number of Shares
239
Previous 539 55.66%
Holding current value
$6,149
Previous $12.8 Million 52.21%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$23.82 - $25.84 $7,146 - $7,752
-300 Reduced 55.66%
239 $6.13 Million
Q4 2024

Feb 27, 2025
BUY
$22.01 - $66.82 $10,960 - $33,276
498 Added 1214.63%
539 $12.2 Million
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $902 - $2,739
41 New
41 $2.37 Million

Others Institutions Holding SCHB

# of Institutions
1,351
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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