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Disclosery

Bernard Wealth Management Corp.: SCHX position timeline

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

Bernard Wealth Management Corp. held 1,323,557 SCHX 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 1,323,557 shares
    Change vs previous 13F +20,160 shares

    14.36% of the 13F portfolio, value $38,952,282.

    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 1,303,397 shares
    Change vs previous 13F -46,237 shares

    14.26% of the 13F portfolio, value $33,419,096.

    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 1,349,634 shares
    Change vs previous 13F +8,928 shares

    14.74% of the 13F portfolio, value $36,318,642.

    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 1,340,706 shares
    Change vs previous 13F +43,529 shares

    14.75% of the 13F portfolio, value $35,314,199.

    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 1,297,177 shares
    Change vs previous 13F -37,355 shares

    14.69% of the 13F portfolio, value $31,703,006.

    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 1,334,532 shares
    Change vs previous 13F +45,759 shares

    14.39% of the 13F portfolio, value $29,466,473.

    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 1,288,773 shares
    Change vs previous 13F not available

    14.06% of the 13F portfolio, value $29,873,767.

    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).