Bernard Wealth Management Corp.'s ownership history for SCHW

Bernard Wealth Management Corp. currently holds 4.2K shares with a market value of $417.1K. It started holding SCHW on 2024-12-31. At its peak, it held 4.5K shares on 2025-03-31. Its highest holding value was $433.8K on 2025-09-30. At its lowest, it held 4.2K shares on 2025-12-31, with a value of $273.7K on 2024-12-31. In the recent 180 days, Bernard Wealth Management Corp. has decreased its shares by 369. In the recent year, Bernard Wealth Management Corp. has decreased its shares by 144.