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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$35.3M	Buy
2025 Q2	$31.7M	Sell
2025 Q1	$29.5M	Buy
2024 Q4	$29.9M	Buy