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 $17.8 Million. This represents 13.46% of its overall portfolio holdings.
Number of Shares
230,786Holding current value
$17.8 Million% of portfolio
13.46%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
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Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
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Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio