Bernard Wealth Management Corp. Schwab Us Aggregate Bond ETF Transaction History

Bernard Wealth Management Corp.

  • $246 Billion
  • Q4 2025

A detailed history of Bernard Wealth Management Corp. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,547 shares of SCHZ stock, worth $36,199. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,547
Previous 1,306 18.45%
Holding current value
$36,199
Previous $30.7 Million 17.95%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$23.37 - $23.7 $5,632 - $5,711
241 Added 18.45%
1,547 $36.2 Million
Q3 2025

Oct 14, 2025
BUY
$22.9 - $23.58 $29,907 - $30,795
1,306 New
1,306 $30.7 Million

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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