Bernard Wealth Management Corp. Schwab Us Aggregate Bond ETF Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,306 shares of SCHZ stock, worth $30,769. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,306Holding current value
$30,769% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio