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
1,890Shares Held
619MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio