Burleson & Company, LLC Schwab Strategic Tr 1000 Index Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Burleson & Company, LLC holds 6,213 shares of SCHK stock, worth $340,472. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,213
Previous 6,204
0.15%
Holding current value
$340,472
Previous $215,000
6.51%
% of portfolio
0.06%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.32 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$200 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$103 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$69.5 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52 Million6.58% of portfolio