Bernardo Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Bernardo Wealth Planning LLC

$461 Million
Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 19,802 shares of SCHD stock, worth $526,139. This represents 0.11% of its overall portfolio holdings.

Number of Shares

19,802

Previous 13,913 42.33%

Holding current value

$526,139

Previous $389,000 34.96%

% of portfolio

0.11%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$24.32 - $27.87 $143,220 - $164,126	5,889 Added 42.33%	19,802 $525,000
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $9,912 - $10,474	367 Added 2.71%	13,913 $389,000
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $13,411 - $42,305	498 Added 3.82%	13,546 $370,000
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $700,265 - $773,365	9,092 Added 229.83%	13,048 $376,000
Q2 2024 Jul 10, 2024	BUY	$75.81 - $80.15 $102,267 - $108,122	1,349 Added 51.75%	3,956 $307,000
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $196,176 - $210,202	2,607 New	2,607 $210,000
Q1 2021 Apr 23, 2021	SELL	$63.23 - $73.67 $517,221 - $602,620	-8,180 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$54.8 - $65.16 $448,264 - $533,008	8,180 New	8,180 $524,000

Others Institutions Holding SCHD

# of Institutions

2,017

Shares Held

845M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Bernardo Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History