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

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 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 69,574 shares of SCHD stock, worth $1.9 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
69,574
Previous 349,902 80.12%
Holding current value
$1.9 Million
Previous $9.27 Billion 79.52%
% of portfolio
0.79%
Previous 4.3%

Shares

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

Oct 14, 2025
SELL
$26.38 - $27.95 $7.4 Million - $7.84 Million
-280,328 Reduced 80.12%
69,574 $1.9 Billion
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
2,058
Shares Held
869M
Call Options Held
4.95M
Put Options Held
2.61M
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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