Kerber Rose Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 230,786 shares of SCHD stock, worth $6.29 Million. This represents 13.46% of its overall portfolio holdings.
Number of Shares
230,786Holding current value
$6.29 Million% of portfolio
13.46%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
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Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio