Bernardo Wealth Planning LLC Schwab Strategic Tr Us Large C Transaction History
Bernardo Wealth Planning LLC
- $461 Million
- Q2 2025
A detailed history of Bernardo Wealth Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 31,661 shares of SCHX stock, worth $830,468. This represents 0.17% of its overall portfolio holdings.
Number of Shares
31,661Holding current value
$830,468% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,565Shares Held
1.14BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.41 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.14 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$943 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA35.3MShares$926 Million26.09% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$865 Million9.79% of portfolio