Bernard Wealth Management Corp. Schwab Intermediate Term Us Tr Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 284 shares of SCHR stock, worth $7,003. This represents 0.0% of its overall portfolio holdings.
Number of Shares
284Holding current value
$7,003% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
475Shares Held
360MCall Options Held
900Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.41 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$458 Million0.1% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.1MShares$323 Million0.09% of portfolio
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Stifel Financial Corp St. Louis, MO8.1MShares$200 Million0.22% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio