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 1,340,706 shares of SCHX stock, worth $35.1 Million. This represents 14.75% of its overall portfolio holdings.

Number of Shares
1,340,706
Previous 1,297,177 3.36%
Holding current value
$35.1 Million
Previous $31.7 Billion 11.39%
% of portfolio
14.75%
Previous 14.69%

Shares

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

Oct 14, 2025
BUY
$24.46 - $26.5 $1.06 Million - $1.15 Million
43,529 Added 3.36%
1,340,706 $35.3 Billion
Q2 2025

Jul 24, 2025
SELL
$19.6 - $24.44 $732,158 - $912,956
-37,355 Reduced 2.8%
1,297,177 $31.7 Billion
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
1,580
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
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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