Burkett Financial Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Burkett Financial Services, LLC

  • $242 Billion
  • Q3 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 13,482 shares of SCHB stock, worth $313,186. This represents 0.37% of its overall portfolio holdings.

Number of Shares
13,482
Previous 13,299 1.38%
Holding current value
$313,186
Previous $836 Million 7.26%
% of portfolio
0.37%
Previous 0.43%

Shares

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

Oct 08, 2024
BUY
$59.93 - $66.52 $10,967 - $12,173
183 Added 1.38%
13,482 $897 Million
Q2 2024

Jul 10, 2024
BUY
$57.57 - $63.3 $125,387 - $137,867
2,178 Added 19.58%
13,299 $836 Million
Q1 2024

Apr 01, 2024
BUY
$54.61 - $61.05 $15,727 - $17,582
288 Added 2.66%
11,121 $679 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $515,759 - $605,673
10,833 New
10,833 $603 Million

Others Institutions Holding SCHB

# of Institutions
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email