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 $30,685. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,210Holding current value
$30,685% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
468Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.05 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$65.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$52.9 Million2.97% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$47.7 Million3.32% of portfolio
-
Ubs Group Ag1.83MShares$46.4 Million0.01% of portfolio