Kerr Financial Planning Corp Schwab Strategic Tr Us Large C Transaction History
Kerr Financial Planning Corp
- $71 Billion
- Q3 2025
A detailed history of Kerr Financial Planning Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kerr Financial Planning Corp holds 11,920 shares of SCHG stock, worth $384,539. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,920Holding current value
$384,539% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,696Shares Held
860MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio