Burney CO Schwab Strategic Tr Us Large C Transaction History
Burney CO
- $2.39 Billion
- Q1 2024
A detailed history of Burney CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burney CO holds 5,355 shares of SCHG stock, worth $552,796. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,355
Previous 5,726
6.48%
Holding current value
$552,796
Previous $475,000
4.42%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,186Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.17 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$938 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$927 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$898 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$509 Million1.05% of portfolio