Bernard Wealth Management Corp. SCHM Holdings History
Bernard Wealth Management Corp.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Bernard Wealth Management Corp. held 307,218.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $8.05 Mil. This investment constitutes 3.93% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0.07% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.85 for 85,995.00 shares. Based on historical transaction data and SCHM's current price of $29.10, Bernard Wealth Management Corp.'s estimated gain on his SCHM holdings is $122,965.83, reflecting a 1.10% gain to date.
Bernard Wealth Management Corp. SCHM ($29.10) Holding Chart
Bernard Wealth Management Corp. SCHM ($29.10) 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 % | |||
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