Bernard Wealth Management Corp. Schwab Strategic Tr 1000 Index Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 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 $21,337. This represents 0.01% of its overall portfolio holdings.
Number of Shares
750
Previous 750
-0.0%
Holding current value
$21,337
Previous $21.2 Million
4.91%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
215Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.34 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$196 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$116 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.9 Million5.8% of portfolio
-
Waddell & Associates, LLC1.99MShares$56.7 Million7.2% of portfolio