Bernard Wealth Management Corp. SCHD Holdings History
Bernard Wealth Management Corp.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Bernard Wealth Management Corp. held 362,097.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $10.12 Mil. This investment constitutes 4.94% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.88 for 135,457.00 shares. Based on historical transaction data and SCHD's current price of $27.32, Bernard Wealth Management Corp.'s estimated gain on his SCHD holdings is $-476,465.23, reflecting a -3.37% gain to date.
Bernard Wealth Management Corp. SCHD ($27.32) Holding Chart
Bernard Wealth Management Corp. SCHD ($27.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
