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

Burkett Financial Services, LLC

  • $278 Billion
  • Q2 2025

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 29,156 shares of SCHV stock, worth $840,567. This represents 0.29% of its overall portfolio holdings.

Number of Shares
29,156
Previous 29,003 0.53%
Holding current value
$840,567
Previous $771 Million 4.65%
% of portfolio
0.29%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
BUY
$23.55 - $27.67 $3,603 - $4,233
153 Added 0.53%
29,156 $807 Million
Q1 2025

Apr 11, 2025
SELL
$25.77 - $27.6 $53,343 - $57,132
-2,070 Reduced 6.66%
29,003 $771 Million
Q4 2024

Jan 06, 2025
BUY
$25.79 - $80.4 $535,864 - $1.67 Million
20,778 Added 201.83%
31,073 $810 Million
Q3 2024

Oct 08, 2024
BUY
$73.43 - $80.37 $8,517 - $9,322
116 Added 1.14%
10,295 $827 Million
Q1 2024

Apr 01, 2024
BUY
$68.82 - $75.98 $1,582 - $1,747
23 Added 0.23%
10,179 $773 Million
Q4 2023

Feb 12, 2024
BUY
$61.16 - $70.24 $621,140 - $713,357
10,156 New
10,156 $712 Million

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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