Bernard Wealth Management Corp. Schwab Strategic Tr Us Emergin Transaction History
Bernard Wealth Management Corp.
- $173 Billion
- Q4 2024
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 4,127 shares of SCHE stock, worth $115,143. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,127Holding current value
$115,143% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio