Burkett Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Burkett Financial Services, LLC

  • $194 Billion
  • Q1 2024

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Burkett Financial Services, LLC holds 30,702 shares of SCHM stock, worth $2.38 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
30,702
Previous 31,829 3.54%
Holding current value
$2.38 Million
Previous $2.4 Billion 4.28%
% of portfolio
1.29%
Previous 1.34%

Shares

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

Apr 01, 2024
SELL
$72.89 - $81.43 $82,147 - $91,771
-1,127 Reduced 3.54%
30,702 $2.5 Billion
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $2.01 Million - $2.42 Million
31,829 New
31,829 $2.4 Billion

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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