Bernard Wealth Management Corp. Schwab Strategic U.S. Mid Cap Transaction History

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025

A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 307,218 shares of SCHM stock, worth $7.85 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
307,218
Previous 291,490 5.4%
Holding current value
$7.85 Million
Previous $8.08 Billion 0.35%
% of portfolio
3.93%
Previous 3.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$25.58 - $29.24 $402,322 - $459,886
15,728 Added 5.4%
307,218 $8.05 Billion
Q4 2024

Feb 27, 2025
BUY
$27.54 - $83.04 $5.23 Million - $15.8 Million
189,767 Added 186.55%
291,490 $8.08 Billion
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $2.8 Million - $8.45 Million
101,723 New
101,723 $7.72 Billion

Others Institutions Holding SCHM

# of Institutions
999
Shares Held
284M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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