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

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 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 362,097 shares of SCHD stock, worth $9.35 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares
362,097
Previous 371,458 2.52%
Holding current value
$9.35 Million
Previous $10.1 Billion 0.24%
% of portfolio
4.94%
Previous 4.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,974
Shares Held
839M
Call Options Held
4.82M
Put Options Held
2.73M
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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