Bernard Wealth Management Corp. Schwab Charles Corp Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Charles Corp stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 4,544 shares of SCHW stock, worth $404,234. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,544
Previous 3,719
22.18%
Holding current value
$404,234
Previous $275 Million
29.23%
% of portfolio
0.17%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,313Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.2 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$8.99 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.9 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.3 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.4 Billion0.24% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $162B
- Description
- The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...