Number of Shares
356,978.00
Current Holdings Value*
$11.50 Mil
% of Portfolio
2.87%
Total Estimate Gain
$-4.54 Mil
% of Total Estimate Gain
-28.31%

Burleson & Company, LLC's Schwab International Equity ETF Holding Summary

As of 2022-12-31, Burleson & Company, LLC held 356,978.00 shares of Schwab International Equity ETF(SCHF), totaling $11.50 Mil. This investment constitutes 2.87% of their stock portfolio, and Burleson & Company, LLC now holds 0.04% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2018Q2. And since then Burleson & Company, LLC has made 10 purchases of SCHF, at an average price of $34.12, for a total of 469,654.00 shares. In addition, there have been 8 sales at an average price of $32.00 for 112,676.00 shares. Based on historical transaction data and SCHF's current price of $22.08, Burleson & Company, LLC's estimated gain on his SCHF holdings is $-4.54 Mil, reflecting a -28.31% gain to date.

Burleson & Company, LLC SCHF ($22.08) Holding Chart

Burleson & Company, LLC SCHF ($22.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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