Bernard Wealth Management Corp. Schwab Strategic Tr Us Large C Transaction History
Bernard Wealth Management Corp.
- $173 Billion
- Q4 2024
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 385,605 shares of SCHX stock, worth $9.23 Million. This represents 13.22% of its overall portfolio holdings.
Number of Shares
385,605Holding current value
$9.23 Million% of portfolio
13.22%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,433Shares Held
887MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.94 Billion6.33% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$841 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$769 Million29.48% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$668 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$628 Million8.63% of portfolio