BWM
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Bernard Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bernard Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.8K Hold
539
– – 0.01% 209
2025
Q1 		$11.6K Hold
539
– – 0.01% 218
2024
Q4 		$12.2K Buy
+539
New +$12.2K 0.01% 207