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

Bernard Wealth Management Corp.

$216 Billion
Q2 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 302,537 shares of SCHM stock, worth $8.58 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

302,537

Previous 307,218 1.52%

Holding current value

$8.58 Million

Previous $8.05 Billion 5.43%

% of portfolio

3.93%

Previous 3.93%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$22.92 - $28.05 $107,288 - $131,302	-4,681 Reduced 1.52%	302,537 $8.49 Billion
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

1,022

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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Bernard Wealth Management Corp. Schwab Strategic U.S. Mid Cap Transaction History