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

Burkett Financial Services, LLC

  • $245 Billion
  • Q4 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 40,523 shares of SCHB stock, worth $951,480. This represents 0.38% of its overall portfolio holdings.

Number of Shares
40,523
Previous 13,482 200.57%
Holding current value
$951,480
Previous $897 Million 2.57%
% of portfolio
0.38%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
BUY
$22.01 - $66.82 $595,172 - $1.81 Million
27,041 Added 200.57%
40,523 $920 Million
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
1,215
Shares Held
322M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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