Bernard Wealth Management Corp. Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 119,493 shares of SCHA stock, worth $3.18 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
119,493Holding current value
$3.18 Million% of portfolio
3.23%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
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Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
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Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio