James J. Burns & Company, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, James J. Burns & Company, LLC holds 738,202 shares of SCHB stock, worth $16 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
738,202
Previous 250,197
195.05%
Holding current value
$16 Million
Previous $16.6 Million
0.7%
% of portfolio
2.91%
Previous 3.01%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio