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

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 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 1,334,532 shares of SCHX stock, worth $29.3 Million. This represents 14.39% of its overall portfolio holdings.

Number of Shares
1,334,532
Previous 1,288,773 3.55%
Holding current value
$29.3 Million
Previous $29.9 Billion 1.36%
% of portfolio
14.39%
Previous 14.06%

Shares

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

Apr 16, 2025
BUY
$21.75 - $24.28 $995,258 - $1.11 Million
45,759 Added 3.55%
1,334,532 $29.5 Billion
Q4 2024

Feb 27, 2025
BUY
$22.4 - $68.28 $20.2 Million - $61.7 Million
903,168 Added 234.22%
1,288,773 $29.9 Billion
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $8.64 Million - $26.3 Million
385,605 New
385,605 $22.9 Billion

Others Institutions Holding SCHX

# of Institutions
1,486
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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