Bernardo Wealth Planning LLC Schwab Strategic Tr Us Large C Transaction History

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 31,725 shares of SCHX stock, worth $841,981. This represents 0.16% of its overall portfolio holdings.

Number of Shares
31,725
Previous 31,661 0.2%
Holding current value
$841,981
Previous $774,000 7.88%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 22, 2025
BUY
$24.46 - $26.5 $1,565 - $1,696
64 Added 0.2%
31,725 $835,000
Q2 2025

Aug 13, 2025
BUY
$19.6 - $24.44 $620,555 - $773,794
31,661 New
31,661 $774,000

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email