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 $8.16 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
125,310Holding current value
$8.16 Million% of portfolio
4.56%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.36 Billion8.33% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.28 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.85 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$827 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$685 Million24.51% of portfolio