Burleson & Company, LLC Schwab Strategic Tr Us Broad M Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Burleson & Company, LLC holds 460 shares of SCHB stock, worth $10,170. This represents 0.01% of its overall portfolio holdings.
Number of Shares
460
Previous 460
-0.0%
Holding current value
$10,170
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio