Bernard Wealth Management Corp. Schwab Strategic Tr 5 10 Yr C Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 606 shares of SCHI stock, worth $13,513. This represents 0.01% of its overall portfolio holdings.
Number of Shares
606Holding current value
$13,513% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
231Shares Held
48.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$189 Million4.35% of portfolio
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Envestnet Asset Management Inc7.46MShares$166 Million0.06% of portfolio
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Captrust Financial Advisors Raleigh, NC6.33MShares$141 Million0.37% of portfolio
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Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.2 Million0.02% of portfolio