Bernard Wealth Management Corp. SCHX Holdings History
Bernard Wealth Management Corp.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Bernard Wealth Management Corp. held 1.30 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $31.70 Mil. This investment constitutes 14.69% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $23.21 for 377,201.00 shares. Based on historical transaction data and SCHX's current price of $25.11, Bernard Wealth Management Corp.'s estimated gain on his SCHX holdings is $2.28 Mil, reflecting a 5.84% gain to date.
Bernard Wealth Management Corp. SCHX ($25.11) Holding Chart
Bernard Wealth Management Corp. SCHX ($25.11) 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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