Burkett Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History

Burkett Financial Services, LLC

  • $242 Billion
  • Q3 2024

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burkett Financial Services, LLC holds 446,078 shares of SCHG stock, worth $12.2 Million. This represents 19.21% of its overall portfolio holdings.

Number of Shares
446,078
Previous 463,010 3.66%
Holding current value
$12.2 Million
Previous $46.7 Billion 0.47%
% of portfolio
19.21%
Previous 23.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$92.63 - $105.69 $1.57 Million - $1.79 Million
-16,932 Reduced 3.66%
446,078 $46.5 Billion
Q2 2024

Jul 10, 2024
SELL
$87.04 - $101.61 $391,854 - $457,448
-4,502 Reduced 0.96%
463,010 $46.7 Billion
Q1 2024

Apr 01, 2024
SELL
$80.6 - $93.32 $1.46 Million - $1.7 Million
-18,171 Reduced 3.74%
467,512 $43.3 Billion
Q4 2023

Feb 12, 2024
BUY
$70.08 - $83.37 $34 Million - $40.5 Million
485,683 New
485,683 $40.3 Billion

Others Institutions Holding SCHG

# of Institutions
1,310
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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