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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.4K	Hold	750	–	–	0.01%	173
2025 Q1	$20.2K	Hold	750	–	–	0.01%	181
2024 Q4	$21.2K	Buy	+750	New	+$21.2K	0.01%	173