Shepherd Kaplan Krochuk, LLC Schwab Strategic Tr Us Large C Transaction History
Shepherd Kaplan Krochuk, LLC
- $127 Million
- Q3 2024
A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 77,193 shares of SCHV stock, worth $2.09 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
77,193
Previous 85,112
9.3%
Holding current value
$2.09 Million
Previous $6.31 Million
1.6%
% of portfolio
4.87%
Previous 5.16%
Shares
17 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
172MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio