Charles Schwab Corporation shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $417k | 4.2k | 99.91 |
| 2025-09-30 | $434k | 4.5k | 95.47 |
| 2025-06-30 | $415k | 4.5k | 91.24 |
| 2025-03-31 | $356k | 4.5k | 78.28 |
| 2024-12-31 | $275k | 3.7k | 74.01 |
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