Bernardo Wealth Planning LLC Schwab Strategic Tr Us Large C Transaction History
Bernardo Wealth Planning LLC
- $418 Million
- Q1 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 24,771 shares of SCHV stock, worth $621,256. This represents 0.16% of its overall portfolio holdings.
Number of Shares
24,771
Previous 24,771
-0.0%
Holding current value
$621,256
Previous $645,000
2.02%
% of portfolio
0.16%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding SCHV
# of Institutions
895Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.39 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$976 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$802 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$399 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$254 Million0.66% of portfolio