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 $11,835. This represents 0.01% of its overall portfolio holdings.
Number of Shares
460
Previous 460
-0.0%
Holding current value
$11,835
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
564MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio