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Disclosery

Bernard Wealth Management Corp.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernard Wealth Management Corp. on SCHA, newest first. How the timeline and the estimate are built.

Bernard Wealth Management Corp. held 221,529 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,529 shares
    Change vs previous 13F +2,427 shares

    2.95% of the 13F portfolio, value $8,003,841.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 219,102 shares
    Change vs previous 13F -289 shares

    2.72% of the 13F portfolio, value $6,371,486.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 219,391 shares
    Change vs previous 13F +452 shares

    2.54% of the 13F portfolio, value $6,248,247.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 218,939 shares
    Change vs previous 13F +1,789 shares

    2.55% of the 13F portfolio, value $6,108,398.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 217,150 shares
    Change vs previous 13F -12,181 shares

    2.55% of the 13F portfolio, value $5,493,888.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 229,331 shares
    Change vs previous 13F +22,228 shares

    2.62% of the 13F portfolio, value $5,373,236.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 207,103 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $5,355,695.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).