Burleson & Company, LLC Schwab Strategic Tr Us Dividen Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Burleson & Company, LLC holds 99,255 shares of SCHD stock, worth $7.66 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
99,255
Previous 99,227
0.03%
Holding current value
$7.66 Million
Previous $6.59 Million
13.73%
% of portfolio
1.95%
Previous 1.42%
Shares
21 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio