James J. Burns & Company, LLC Schwab Strategic Tr Us Small C Transaction History
James J. Burns & Company, LLC
- $553 Million
- Q3 2024
A detailed history of James J. Burns & Company, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, James J. Burns & Company, LLC holds 91,582 shares of SCHA stock, worth $2.38 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
91,582
Previous 90,695
0.98%
Holding current value
$2.38 Million
Previous $4.3 Million
9.62%
% of portfolio
0.85%
Previous 0.85%
Shares
9 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$576 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$320 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$274 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$190 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.9 Million0.34% of portfolio