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 8,849 shares of SCHG stock, worth $247,860. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,849Holding current value
$247,860% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,465Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43.8 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio