Burleson & Company, LLC Schwab Strategic Tr 1000 Index Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Burleson & Company, LLC holds 6,213 shares of SCHK stock, worth $168,434. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,213
Previous 6,204
0.15%
Holding current value
$168,434
Previous $215,000
6.51%
% of portfolio
0.06%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.9MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.29 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$189 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$119 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$71.4 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$52.6 Million5.64% of portfolio