Bernard Wealth Management Corp. SCHX — SCHWAB STRATEGIC TR

Ownership history in Bernard Wealth Management Corp.  ·  6 quarters on record

AI Ownership Summary

Bernard Wealth Management Corp. reported SCHWAB STRATEGIC TR (SCHX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 14.75% in 2025 Q3. The latest visible filing shows SCHX at 14.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bernard Wealth Management Corp.'s position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHX was reported at 14.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.75% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHX stock page Bernard Wealth Management Corp. fund profile Bernard Wealth Management Corp. full holdings
How Bernard Wealth Management Corp. held SCHX — position size vs. price
% of Fund (quarterly)    SCHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,303,397 -46,237 -3.4% 14.26% $33.4M 2026-05-15 $29.04
2025 Q4 ADDED — — — 1,349,634 +8,928 +0.7% 14.74% $36.3M 2026-01-15 $27.29
2025 Q3 ADDED — — — 1,340,706 +43,529 +3.4% 14.75% $35.3M 2025-10-14 $26.08
2025 Q2 REDUCED — — — 1,297,177 -37,355 -2.8% 14.69% $31.7M 2025-07-24 $24.89
2025 Q1 ADDED — — — 1,334,532 +948,927 +246.1% 14.39% $29.5M 2025-04-16 $20.52
2024 Q4 INITIATED — — — 385,605 — — 13.22% $22.9M 2025-02-13 $23.84

🏢 Other funds also holding SCHX

As of 2026 Q1 — sorted by position size

Raine Group LLC 3Y 71.06% FSA Investment Group, LLC 39.21% SAGE FINANCIAL GROUP INC 3Y 7Y 38.55% Benson Investment Management Company, Inc. 3Y 7Y 34.32% SIMS INVESTMENT MANAGEMENT, LLC 31.15% Sherwood Financial Partners, LLC 31.12% Northwest Quadrant Wealth Management, LLC 3Y 7Y 28.22% Diversified Enterprises, LLC 25.53% Koss-Olinger Consulting, LLC 3Y 22.55% Richardson Capital Management LLC 22.23%

FAQ About Bernard Wealth Management Corp. and SCHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bernard Wealth Management Corp. reported owning SCHX?

Bernard Wealth Management Corp. reported SCHX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCHX position in Bernard Wealth Management Corp.'s portfolio?

The largest reported portfolio weight for SCHX was 14.75% in 2025 Q3.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2026 Q1, when Bernard Wealth Management Corp. reported 1,303,397 shares, equal to 14.26% of portfolio, with an estimated market value of $33.4M.

What does the chart on this SCHX ownership page compare?

The chart compares Bernard Wealth Management Corp.'s quarterly SCHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bernard Wealth Management Corp. time their SCHX position?

Based on 13F filing dates vs. subsequent SCHX price moves, Bernard Wealth Management Corp. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SCHX relative to SPY over the holding period was -0.8%.

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