Schwab U S Large Cap Growth ETF shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58k | 1.8k | 31.92 |
| 2025-06-30 | $53k | 1.8k | 29.21 |
| 2025-03-31 | $45k | 1.8k | 25.04 |
| 2024-12-31 | $51k | 1.8k | 27.87 |
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