Bernard Wealth Management Corp. Schwab Strategic Tr 1000 Index Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 750 shares of SCHK stock, worth $24,224. This represents 0.01% of its overall portfolio holdings.
Number of Shares
750
Previous 750
-0.0%
Holding current value
$24,224
Previous $22.4 Million
7.71%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
238Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio