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 $23,910. This represents 0.01% of its overall portfolio holdings.
Number of Shares
750
Previous 750
-0.0%
Holding current value
$23,910
Previous $22.4 Million
7.71%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
237Shares Held
72.1MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$112 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio