Burleson & Company, LLC Schwab Strategic Tr Us Large C Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.4 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
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Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$338 Million0.8% of portfolio
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Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio