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 $2.93 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
125,310Holding current value
$2.93 Million% of portfolio
4.56%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
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Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio