James J. Burns & Company, LLC Schwab Strategic Tr Us Small C Transaction History
James J. Burns & Company, LLC
- $575 Million
- Q4 2024
A detailed history of James J. Burns & Company, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, James J. Burns & Company, LLC holds 182,958 shares of SCHA stock, worth $4.87 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
182,958
Previous 91,582
99.78%
Holding current value
$4.87 Million
Previous $4.72 Million
0.28%
% of portfolio
0.82%
Previous 0.85%
Shares
10 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio