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

Burkett Financial Services, LLC

  • $195 Billion
  • Q2 2024

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Burkett Financial Services, LLC holds 14,190 shares of SCHA stock, worth $720,426. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,190
Previous 14,401 1.47%
Holding current value
$720,426
Previous $709 Million 5.05%
% of portfolio
0.35%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$45.24 - $49.04 $9,545 - $10,347
-211 Reduced 1.47%
14,190 $673 Million
Q1 2024

Apr 01, 2024
SELL
$44.84 - $49.24 $21,881 - $24,029
-488 Reduced 3.28%
14,401 $709 Million
Q4 2023

Feb 12, 2024
BUY
$38.13 - $48.02 $567,717 - $714,969
14,889 New
14,889 $703 Million

Others Institutions Holding SCHA

# of Institutions
1,120
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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