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 $2.92 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
125,310Holding current value
$2.92 Million% of portfolio
4.56%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,500Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.06 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
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Sei Investments CO Oaks, PA34.8MShares$810 Million1.02% of portfolio
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Hbk Sorce Advisory LLC Erie, PA33MShares$770 Million28.87% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$728 Million9.64% of portfolio