Schwab U S Small Cap ETF shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 219k | 27.90 |
| 2025-06-30 | $5.5M | 217k | 25.30 |
| 2025-03-31 | $5.4M | 229k | 23.43 |
| 2024-12-31 | $5.4M | 207k | 25.86 |
More positions owned by Bernard Wealth Management Corp.
View all positions for Bernard Wealth Management Corp.