James J. Burns & Company, LLC Schwab Strategic Tr Us Broad M Transaction History
James J. Burns & Company, LLC
- $508 Million
- Q2 2024
A detailed history of James J. Burns & Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, James J. Burns & Company, LLC holds 243,837 shares of SCHB stock, worth $5.48 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
243,837
Previous 156,485
55.82%
Holding current value
$5.48 Million
Previous $9.46 Million
62.15%
% of portfolio
3.02%
Previous 3.3%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$476 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$139 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$106 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.5 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.9 Million18.64% of portfolio