Burleson & Company, LLC Schwab Strategic U.S. Mid Cap Transaction History

Burleson & Company, LLC

  • $384 Million
  • Q4 2022

A detailed history of Burleson & Company, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Burleson & Company, LLC holds 945 shares of SCHM stock, worth $27,301. This represents 0.02% of its overall portfolio holdings.

Number of Shares
945
Previous 941 0.43%
Holding current value
$27,301
Previous $57,000 8.77%
% of portfolio
0.02%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 30, 2023
BUY
$61.05 - $69.94 $244 - $279
4 Added 0.43%
945 $62,000
Q3 2022

Oct 17, 2022
BUY
$60.5 - $72.51 $302 - $362
5 Added 0.53%
941 $57,000
Q2 2022

Jul 13, 2022
BUY
$60.91 - $76.4 $243 - $305
4 Added 0.43%
936 $59,000
Q1 2022

Apr 25, 2022
BUY
$70.66 - $80.89 $211 - $242
3 Added 0.32%
932 $71,000
Q4 2021

Jan 25, 2022
BUY
$76.01 - $83.39 $228 - $250
3 Added 0.32%
929 $75,000
Q3 2021

Nov 02, 2021
BUY
$74.65 - $80.95 $223 - $242
3 Added 0.33%
926 $71,000
Q2 2021

Jul 22, 2021
SELL
$74.64 - $79.12 $1,567 - $1,661
-21 Reduced 2.22%
923 $72,000
Q1 2021

May 12, 2021
BUY
$67.07 - $76.85 $63,314 - $72,546
944 New
944 $70,000
Q2 2020

Aug 13, 2020
SELL
$39.01 - $57.03 $858,649 - $1.26 Million
-22,011 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$35.83 - $62.24 $1.05 Million - $1.83 Million
-29,410 Reduced 57.19%
22,011 $1.08 Million
Q4 2019

Feb 12, 2020
SELL
$54.56 - $60.24 $95,098 - $104,998
-1,743 Reduced 3.28%
51,421 $3.15 Million
Q3 2019

Nov 12, 2019
SELL
$56.23 - $57.59 $113,247 - $115,986
-2,014 Reduced 3.65%
53,164 $3.02 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-1,916 Reduced 3.36%
55,178 $3.14 Million
Q1 2019

May 09, 2019
BUY
N/A
17,952 Added 45.86%
57,094 $3.29 Million
Q4 2018

Feb 27, 2019
BUY
N/A
4,469 Added 12.89%
39,142 $2.17 Million
Q3 2018

Dec 06, 2018
SELL
N/A
-1,672 Reduced 4.6%
34,673 $1.82 Million
Q2 2018

Jul 31, 2018
BUY
N/A
1,395 Added 3.99%
36,345 $2 Million
Q1 2018

Apr 23, 2018
BUY
N/A
7,765 Added 28.56%
34,950 $1.85 Million
Q4 2017

Mar 19, 2018
BUY
N/A
27,185
27,185 $1.45 Million

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
269M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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