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 $11 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
106,229
Previous 106,229
-0.0%
Holding current value
$11 Million
Previous $5.93 Million
0.46%
% of portfolio
1.54%
Previous 1.27%
Shares
20 transactions
Others Institutions Holding SCHG
# of Institutions
1,186Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.17 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$938 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$927 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$898 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$509 Million1.05% of portfolio