Bernard Wealth Management Corp. Schwab Strategic Tr Us Dividen Transaction History

Bernard Wealth Management Corp.

  • $216 Billion
  • Q2 2025

A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 349,902 shares of SCHD stock, worth $9.36 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares
349,902
Previous 362,097 3.37%
Holding current value
$9.36 Million
Previous $10.1 Billion 8.41%
% of portfolio
4.3%
Previous 4.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$24.32 - $27.87 $296,582 - $339,874
-12,195 Reduced 3.37%
349,902 $9.27 Billion
Q1 2025

Apr 16, 2025
SELL
$27.01 - $28.54 $252,840 - $267,162
-9,361 Reduced 2.52%
362,097 $10.1 Billion
Q4 2024

Feb 27, 2025
BUY
$26.93 - $84.95 $6.61 Million - $20.8 Million
245,362 Added 194.58%
371,458 $10.1 Billion
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $3.4 Million - $10.7 Million
126,096 New
126,096 $9.68 Billion

Others Institutions Holding SCHD

# of Institutions
2,003
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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