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Schwab Strategic Tr sht tm us tres shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6k 64 24.28

More positions owned by Bernard Wealth Management Corp.

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Eli Lilly & Co. (LLY)
Ishares Msci Emrg Chn (EMXC)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Caterpillar (CAT)

View all positions for Bernard Wealth Management Corp.

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
Bangor Savings Bank
MCF Advisors
Merit Financial Group
LPL Financial
Fiduciary Financial Group
Wells Fargo & Company

View all funds holding Schwab Strategic Tr sht tm us tres