Bernard Wealth Management Corp. Schwab Fundamental U S Small C Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,210 shares of FNDA stock, worth $33,408. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,210Holding current value
$33,408% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.53 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$72.8 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.6 Million2.97% of portfolio
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Ubs Group Ag1.9MShares$52.4 Million0.01% of portfolio
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Clarius Group, LLC Seattle, WA1.88MShares$52 Million3.32% of portfolio