Burleson & Company, LLC Schwab Strategic Tr Us Broad M Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Burleson & Company, LLC holds 460 shares of SCHB stock, worth $10,699. This represents 0.01% of its overall portfolio holdings.
Number of Shares
460
Previous 460
-0.0%
Holding current value
$10,699
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio