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Disclosery

Bernard Wealth Management Corp.: SCHD position timeline

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

Bernard Wealth Management Corp. held 69,081 SCHD 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 69,081 shares
    Change vs previous 13F +29 shares

    0.81% of the 13F portfolio, value $2,190,552.

    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 69,052 shares
    Change vs previous 13F +31 shares

    0.9% of the 13F portfolio, value $2,118,501.

    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 69,021 shares
    Change vs previous 13F -553 shares

    0.77% of the 13F portfolio, value $1,893,239.

    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 69,574 shares
    Change vs previous 13F -280,328 shares

    0.79% of the 13F portfolio, value $1,899,379.

    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 349,902 shares
    Change vs previous 13F -12,195 shares

    4.3% of the 13F portfolio, value $9,272,404.

    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 362,097 shares
    Change vs previous 13F -9,361 shares

    4.94% of the 13F portfolio, value $10,124,232.

    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 371,458 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $10,148,222.

    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).