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Bernard Wealth Management’s Charles Schwab SCHW Stock Holding History

Bernard Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$415K Hold
4,544
– – 0.19% 43
2025
Q1 		$356K Buy
4,544
+825
+22% +$64.6K 0.17% 47
2024
Q4 		$275K Buy
+3,719
New +$275K 0.13% 50