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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 30, 2023

SELL
$44.01 - $48.16 $93,433 - $102,243
-2,123 Reduced 5.24%
38,362 $1.73 Million
Q3 2022

Oct 17, 2022

BUY
N/A
11,899 Added 41.63%
40,485 $1.72 Million
Q2 2022

Jul 13, 2022

BUY
N/A
87 Added 0.31%
28,586 $1.28 Million
Q1 2022

Apr 25, 2022

BUY
N/A
6,911 Added 32.01%
28,499 $1.54 Million
Q4 2021

Jan 25, 2022

SELL
N/A
-205 Reduced 0.94%
21,588 $2.46 Million
Q3 2021

Nov 02, 2021

SELL
N/A
-668 Reduced 2.97%
21,793 $2.27 Million
Q2 2021

Jul 22, 2021

SELL
N/A
-2,178 Reduced 8.84%
22,461 $2.34 Million
Q1 2021

May 12, 2021

SELL
N/A
-2,742 Reduced 10.01%
24,639 $2.37 Million
Q4 2020

Feb 08, 2021

BUY
N/A
3,051 Added 12.54%
27,381 $2.49 Million
Q3 2020

Nov 10, 2020

SELL
N/A
-78,804 Reduced 76.41%
24,330 $2.06 Million
Q2 2020

Aug 13, 2020

SELL
N/A
-4,414 Reduced 4.1%
103,134 $8.29 Million
Q1 2020

May 15, 2020

SELL
N/A
-191,164 Reduced 64.0%
107,548 $7.51 Million
Q4 2019

Feb 12, 2020

SELL
N/A
-8,730 Reduced 2.84%
298,712 $23.7 Million
Q3 2019

Nov 12, 2019

SELL
N/A
-1,814 Reduced 0.59%
307,442 $22 Million
Q2 2019

Aug 05, 2019

BUY
N/A
951 Added 0.31%
309,256 $21.8 Million
Q1 2019

May 09, 2019

BUY
N/A
447 Added 0.15%
308,305 $21.7 Million
Q4 2018

Feb 27, 2019

BUY
N/A
105,364 Added 52.03%
307,858 $20.4 Million
Q3 2018

Dec 06, 2018

BUY
N/A
47,795 Added 30.9%
202,494 $13 Million
Q2 2018

Jul 31, 2018

BUY
N/A
28,461 Added 22.55%
154,699 $10.1 Million
Q1 2018

Apr 23, 2018

BUY
N/A
3,733 Added 3.05%
126,238 $7.96 Million
Q4 2017

Mar 19, 2018

BUY
N/A
122,505
122,505 $7.81 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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