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 $10,833. This represents 0.01% of its overall portfolio holdings.

Number of Shares
460
Previous 460 -0.0%
Holding current value
$10,833
Previous $19,000 5.26%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jul 13, 2022
SELL
$42.93 - $53.98 $74,397 - $93,547
-1,733 Reduced 79.02%
460 $20,000
Q1 2022

Apr 25, 2022
BUY
$49.15 - $56.85 $54,015 - $62,478
1,099 Added 100.46%
2,193 $117,000
Q4 2021

Jan 25, 2022
BUY
$51.87 - $56.86 $155 - $170
3 Added 0.27%
1,094 $124,000
Q3 2021

Nov 02, 2021
SELL
$51.32 - $54.83 $27,456 - $29,334
-535 Reduced 32.9%
1,091 $113,000
Q2 2021

Jul 22, 2021
SELL
$48.92 - $52.14 $440 - $469
-9 Reduced 0.55%
1,626 $170,000
Q1 2021

May 12, 2021
BUY
$44.89 - $48.81 $73,395 - $79,804
1,635 New
1,635 $158,000

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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

Track Burleson & Company, LLC Portfolio

Follow Burleson & Company, 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 Burleson & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burleson & Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email