Kerber Rose Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 8,849 shares of SCHG stock, worth $913,482. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,849Holding current value
$913,482% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,186Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.17 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$938 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$927 Million12.55% of portfolio
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Envestnet Asset Management Inc8.7MShares$898 Million0.31% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$509 Million1.05% of portfolio