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 $6.77 Million. This represents 13.46% of its overall portfolio holdings.
Number of Shares
230,786Holding current value
$6.77 Million% of portfolio
13.46%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio