Shepherd Kaplan Krochuk, LLC Schwab Strategic Tr Us Small C Transaction History

Shepherd Kaplan Krochuk, LLC

  • $122 Million
  • Q2 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
SELL
$37.88 - $48.01 $3.52 Million - $4.46 Million
-92,890 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$44.42 - $51.73 $1.81 Million - $2.11 Million
40,812 Added 78.37%
92,890 $4.4 Million
Q4 2021

Feb 14, 2022
SELL
$48.64 - $55.07 $438,684 - $496,676
-9,019 Reduced 14.76%
52,078 $5.33 Million
Q3 2021

Nov 12, 2021
SELL
$48.3 - $52.49 $152,193 - $165,395
-3,151 Reduced 4.9%
61,097 $6.12 Million
Q2 2021

Aug 10, 2021
BUY
$48.39 - $52.91 $26,178 - $28,624
541 Added 0.85%
64,248 $6.69 Million
Q1 2021

May 17, 2021
SELL
$43.89 - $52.63 $8.24 Million - $9.88 Million
-187,798 Reduced 74.67%
63,707 $6.35 Million
Q4 2020

Feb 12, 2021
BUY
$34.66 - $45.17 $5.67 Million - $7.39 Million
163,636 Added 186.23%
251,505 $11.6 Million
Q3 2020

Nov 13, 2020
BUY
$32.09 - $36.38 $423,812 - $480,470
13,207 Added 17.69%
87,869 $6 Million
Q2 2020

Aug 14, 2020
BUY
$23.59 - $35.22 $1.76 Million - $2.63 Million
74,662 New
74,662 $4.88 Million

Others Institutions Holding SCHA

# of Institutions
1,136
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Shepherd Kaplan Krochuk, LLC Portfolio

Follow Shepherd Kaplan Krochuk, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Kaplan Krochuk, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Kaplan Krochuk, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email