Shepherd Kaplan Krochuk, LLC Schwab Strategic Tr Us Small C Transaction History
Shepherd Kaplan Krochuk, LLC
- $116 Million
- Q4 2024
Shares
9 transactions
Others Institutions Holding SCHA
# of Institutions
1,244Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$642 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$349 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$267 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$160 Million0.05% of portfolio