Bernard Wealth Management Corp. SCHD Holdings History
Bernard Wealth Management Corp.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Bernard Wealth Management Corp. held 349,902.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $9.27 Mil. This investment constitutes 4.3% 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 2 sales at an average price of $27.74 for 147,652.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Bernard Wealth Management Corp.'s estimated gain on his SCHD holdings is $-504,815.20, reflecting a -3.57% gain to date.
Bernard Wealth Management Corp. SCHD ($27.28) Holding Chart
Bernard Wealth Management Corp. SCHD ($27.28) 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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