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 38,362 shares of SCHX stock, worth $2.5 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
38,362
Previous 40,485
5.24%
Holding current value
$2.5 Million
Previous $1.72 Million
0.99%
% of portfolio
0.45%
Previous 0.37%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.36 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.28 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.85 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$827 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$685 Million24.51% of portfolio