Burkett Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Burkett Financial Services, LLC
- $194 Billion
- Q1 2024
A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Burkett Financial Services, LLC holds 495,121 shares of SCHD stock, worth $38.1 Million. This represents 20.58% of its overall portfolio holdings.
Number of Shares
495,121
Previous 484,124
2.27%
Holding current value
$38.1 Million
Previous $36.9 Billion
8.32%
% of portfolio
20.58%
Previous 20.53%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio