Bernardo Wealth Planning LLC Schwab Strategic Tr Us Large C Transaction History

Bernardo Wealth Planning LLC

$507 Million
Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 28,736 shares of SCHV stock, worth $833,056. This represents 0.17% of its overall portfolio holdings.

Number of Shares

28,736

Previous 28,207 1.88%

Holding current value

$833,056

Previous $781,000 7.04%

% of portfolio

0.17%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$27.61 - $29.15 $14,605 - $15,420	529 Added 1.88%	28,736 $836,000
Q2 2025 Aug 13, 2025	BUY	$23.55 - $27.67 $80,917 - $95,074	3,436 Added 13.87%	28,207 $781,000
Q3 2024 Oct 18, 2024	BUY	$73.43 - $80.37 $1.06 Million - $1.16 Million	14,448 Added 139.96%	24,771 $676,000
Q1 2024 May 07, 2024	BUY	$68.82 - $75.98 $5,918 - $6,534	86 Added 0.84%	10,323 $784,000
Q3 2023 Oct 30, 2023	SELL	$64.45 - $69.39 $10,118 - $10,894	-157 Reduced 1.51%	10,237 $659,000

Q1 2023 May 05, 2023	BUY	$62.59 - $69.3 $125 - $138	2 Added 0.02%	10,394 $681,000
Q3 2022 Oct 24, 2022	SELL	$58.51 - $69.02 $5,090 - $6,004	-87 Reduced 0.83%	10,392 $642,000
Q4 2020 Feb 01, 2021	SELL	$50.83 - $59.53 $30,498 - $35,718	-600 Reduced 5.42%	10,479 $623,000
Q3 2020 Oct 23, 2020	SELL	$49.44 - $54.86 $71,539 - $79,382	-1,447 Reduced 11.55%	11,079 $578,000
Q2 2020 Aug 03, 2020	SELL	$42.21 - $55.29 $750,789 - $983,443	-17,787 Reduced 58.68%	12,526 $627,000
Q1 2020 May 01, 2020	SELL	$38.4 - $61.03 $385,190 - $612,191	-10,031 Reduced 24.86%	30,313 $1.34 Million
Q4 2019 Feb 10, 2020	BUY	$54.73 - $60.25 $766 - $843	14 Added 0.03%	40,344 $2.43 Million
Q3 2019 Nov 04, 2019	BUY	$56.56 - $57.5 $29,015 - $29,497	513 Added 1.29%	40,330 $2.29 Million
Q2 2019 Aug 13, 2019	BUY	N/A	3,938 Added 10.98%	39,817 $2.24 Million
Q1 2019 May 08, 2019	BUY	N/A	4,405 Added 14.0%	35,879 $1.96 Million
Q4 2018 Feb 14, 2019	BUY	N/A	31,474 New	31,474 $1.55 Million

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Bernardo Wealth Planning LLC Schwab Strategic Tr Us Large C Transaction History