Burkett Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History

Burkett Financial Services, LLC

$245 Billion
Q4 2024

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burkett Financial Services, LLC holds 1,720,426 shares of SCHG stock, worth $49.2 Million. This represents 19.6% of its overall portfolio holdings.

Number of Shares

1,720,426

Previous 446,078 285.68%

Holding current value

$49.2 Million

Previous $46.5 Billion 3.18%

% of portfolio

19.6%

Previous 19.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$25.93 - $105.3 $33 Million - $134 Million	1,274,348 Added 285.68%	1,720,426 $47.9 Billion
Q3 2024 Oct 08, 2024	SELL	$92.63 - $105.69 $1.57 Million - $1.79 Million	-16,932 Reduced 3.66%	446,078 $46.5 Billion
Q2 2024 Jul 10, 2024	SELL	$87.04 - $101.61 $391,854 - $457,448	-4,502 Reduced 0.96%	463,010 $46.7 Billion
Q1 2024 Apr 01, 2024	SELL	$80.6 - $93.32 $1.46 Million - $1.7 Million	-18,171 Reduced 3.74%	467,512 $43.3 Billion
Q4 2023 Feb 12, 2024	BUY	$70.08 - $83.37 $34 Million - $40.5 Million	485,683 New	485,683 $40.3 Billion

Others Institutions Holding SCHG

# of Institutions

1,389

Shares Held

1.95B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Burkett Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History