Bernardo Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Bernardo Wealth Planning LLC

$507 Million
Q3 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 23,887 shares of SCHD stock, worth $650,681. This represents 0.13% of its overall portfolio holdings.

Number of Shares

23,887

Previous 19,802 20.63%

Holding current value

$650,681

Previous $525,000 24.19%

% of portfolio

0.13%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$26.38 - $27.95 $107,762 - $114,175	4,085 Added 20.63%	23,887 $652,000
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

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Bernardo Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History