Bernard Wealth Management Corp. Schwab Strategic Tr Us Dividen Transaction History
Bernard Wealth Management Corp.
- $173 Billion
- Q4 2024
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 126,096 shares of SCHD stock, worth $3.5 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
126,096Holding current value
$3.5 Million% of portfolio
5.58%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,924Shares Held
814MCall Options Held
4.87MPut Options Held
2.74M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio