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 32 shares of SCHG stock, worth $925. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32Holding current value
$925% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,456Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio