Schwab 1000 Index Etf etf shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $25k | 750 | 32.80 |
| 2025-09-30 | $24k | 750 | 32.12 |
| 2025-06-30 | $22k | 750 | 29.82 |
| 2025-03-31 | $20k | 750 | 26.92 |
| 2024-12-31 | $21k | 750 | 28.31 |
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