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Disclosery

Bernard Wealth Management Corp.: SCHM position timeline

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

Bernard Wealth Management Corp. held 312,545 SCHM 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 312,545 shares
    Change vs previous 13F +3,067 shares

    4.25% of the 13F portfolio, value $11,523,546.

    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 309,478 shares
    Change vs previous 13F +2,128 shares

    4.09% of the 13F portfolio, value $9,581,424.

    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 307,350 shares
    Change vs previous 13F +2,635 shares

    3.75% of the 13F portfolio, value $9,242,012.

    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 304,715 shares
    Change vs previous 13F +2,178 shares

    3.77% of the 13F portfolio, value $9,031,751.

    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 302,537 shares
    Change vs previous 13F -4,681 shares

    3.93% of the 13F portfolio, value $8,486,177.

    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 307,218 shares
    Change vs previous 13F +15,728 shares

    3.93% of the 13F portfolio, value $8,049,111.

    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 291,490 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $8,077,185.

    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).