Burleson & Company, LLC Schwab Strategic Tr Us Large C Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burleson & Company, LLC holds 106,229 shares of SCHG stock, worth $3.01 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
106,229
Previous 106,229
-0.0%
Holding current value
$3.01 Million
Previous $5.93 Million
0.46%
% of portfolio
1.54%
Previous 1.27%
Shares
20 transactions
Others Institutions Holding SCHG
# of Institutions
1,315Shares Held
182MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$319 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$277 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio