Schwab U S Broad Market ETF shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1k | 239 | 25.67 |
| 2025-06-30 | $13k | 539 | 23.81 |
| 2025-03-31 | $12k | 539 | 21.51 |
| 2024-12-31 | $12k | 539 | 22.68 |
More positions owned by Bernard Wealth Management Corp.
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