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 $308,737. This represents 0.37% of its overall portfolio holdings.

Number of Shares
13,482
Previous 13,299 1.38%
Holding current value
$308,737
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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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