Bernard Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$24.1K Hold
2025
Q2
$22.4K Hold
2025
Q1
$20.2K Hold
2024
Q4
$21.2K Buy