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 125,310 shares of SCHX stock, worth $3.01 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
125,310Holding current value
$3.01 Million% of portfolio
4.56%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,425Shares Held
867MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.95 Billion6.33% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$844 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$771 Million29.48% of portfolio
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Creative Planning Overland Park, KS27.9MShares$670 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$630 Million8.63% of portfolio