Bernard Wealth Management Corp. Schwab Strategic U.S. Mid Cap Transaction History

Bernard Wealth Management Corp.

  • $173 Billion
  • Q4 2024

A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 101,723 shares of SCHM stock, worth $2.94 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
101,723
Holding current value
$2.94 Million
% of portfolio
4.45%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $2.8 Million - $8.45 Million
101,723 New
101,723 $7.72 Billion

Others Institutions Holding SCHM

# of Institutions
1,001
Shares Held
268M
Call Options Held
13.2K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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