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

Burkett Financial Services, LLC

  • $194 Billion
  • Q1 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 11,121 shares of SCHB stock, worth $707,406. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,121
Previous 10,833 2.66%
Holding current value
$707,406
Previous $603 Million 12.58%
% of portfolio
0.35%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
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