BWM
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Bernard Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bernard Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31.7M Sell
1,297,177
-37,355
-3% -$913K 14.69% 2
2025
Q1 		$29.5M Buy
1,334,532
+45,759
+4% +$1.01M 14.39% 1
2024
Q4 		$29.9M Buy
+1,288,773
New +$29.9M 14.06% 2