Kerber Rose Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 230,786 shares of SCHD stock, worth $6.51 Million. This represents 13.46% of its overall portfolio holdings.
Number of Shares
230,786Holding current value
$6.51 Million% of portfolio
13.46%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio