Burling Wealth Partners, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Burling Wealth Partners, LLC
- $542 Billion
- Q2 2025
A detailed history of Burling Wealth Partners, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 12,240 shares of SCHJ stock, worth $305,388. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,240Holding current value
$305,388% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.46MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio