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 $2.71 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
106,229
Previous 106,229
-0.0%
Holding current value
$2.71 Million
Previous $5.93 Million
0.46%
% of portfolio
1.54%
Previous 1.27%
Shares
20 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$975 Million1.41% of portfolio