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Schwab Strategic Tr us aggregate b shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b 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 us aggregate b by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $36k 1.5k 23.37
2025-09-30 $31k 1.3k 23.47

More positions owned by Bernard Wealth Management Corp.

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Msci Emrg Chn (EMXC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for Bernard Wealth Management Corp.

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors
Envestnet Asset Management
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b