Burkett Financial Services, LLC Schwab Strategic Tr Intl Eqty Transaction History
Burkett Financial Services, LLC
- $242 Billion
- Q3 2024
A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Burkett Financial Services, LLC holds 53,115 shares of SCHF stock, worth $1.02 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
53,115
Previous 53,526
0.77%
Holding current value
$1.02 Million
Previous $2.06 Billion
6.21%
% of portfolio
0.9%
Previous 1.06%
Shares
4 transactions
Others Institutions Holding SCHF
# of Institutions
1,268Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.98 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.6 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.56 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$977 Million6.47% of portfolio