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

Burkett Financial Services, LLC

  • $195 Billion
  • Q2 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 463,010 shares of SCHG stock, worth $47.6 Million. This represents 23.96% of its overall portfolio holdings.

Number of Shares
463,010
Previous 467,512 0.96%
Holding current value
$47.6 Million
Previous $43.3 Billion 7.71%
% of portfolio
23.96%
Previous 22.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,255
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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