Bernardo Wealth Planning LLC: SCHX position timeline

Bernardo Wealth Planning LLC held 28,693 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 28,693 shares

   Change vs previous 13F -3,723 shares

   0.14% of the 13F portfolio, value $844,446.

   13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 32,416 shares

   Change vs previous 13F +401 shares

   0.16% of the 13F portfolio, value $831,153.

   13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 32,015 shares

   Change vs previous 13F +290 shares

   0.16% of the 13F portfolio, value $861,523.

   13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 31,725 shares

   Change vs previous 13F +64 shares

   0.16% of the 13F portfolio, value $835,634.

   13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 31,661 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $774,000.

   13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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