Burkett Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Burkett Financial Services, LLC

  • $194 Billion
  • Q1 2024

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Burkett Financial Services, LLC holds 495,121 shares of SCHD stock, worth $38.2 Million. This represents 20.58% of its overall portfolio holdings.

Number of Shares
495,121
Previous 484,124 2.27%
Holding current value
$38.2 Million
Previous $36.9 Billion 8.32%
% of portfolio
20.58%
Previous 20.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 01, 2024
BUY
$75.25 - $80.63 $827,524 - $886,688
10,997 Added 2.27%
495,121 $39.9 Billion
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $32.4 Million - $36.9 Million
484,124 New
484,124 $36.9 Billion

Others Institutions Holding SCHD

# of Institutions
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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