Burkett Financial Services, LLC Schwab Strategic Tr Us Broad M Transaction History
Burkett Financial Services, LLC
- $194 Billion
- Q1 2024
A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Burkett Financial Services, LLC holds 11,121 shares of SCHB stock, worth $711,966. This represents 0.35% of its overall portfolio holdings.
Number of Shares
11,121
Previous 10,833
2.66%
Holding current value
$711,966
Previous $603 Million
12.58%
% of portfolio
0.35%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio