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

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,813 shares of SCHG stock, worth $57,544. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,813
Previous 1,802 0.61%
Holding current value
$57,544
Previous $52.6 Million 9.93%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 14, 2025
BUY
$28.92 - $32.19 $318 - $354
11 Added 0.61%
1,813 $57.9 Million
Q2 2025

Jul 24, 2025
SELL
$22.27 - $29.21 $244 - $321
-11 Reduced 0.61%
1,802 $52.6 Million
Q1 2025

Apr 16, 2025
BUY
$24.91 - $29.02 $49 - $58
2 Added 0.11%
1,813 $45.4 Million
Q4 2024

Feb 27, 2025
BUY
$25.93 - $105.3 $46,129 - $187,328
1,779 Added 5559.38%
1,811 $50.5 Million
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $829 - $3,369
32 New
32 $2.9 Million

Others Institutions Holding SCHG

# of Institutions
1,628
Shares Held
815M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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