Schwab Strategic Tr us dividend eq shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 70k | 27.30 |
| 2025-06-30 | $9.3M | 350k | 26.50 |
| 2025-03-31 | $10M | 362k | 27.96 |
| 2024-12-31 | $10M | 372k | 27.32 |
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