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

Burkett Financial Services, LLC

  • $194 Billion
  • Q1 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 10,179 shares of SCHV stock, worth $753,246. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,179
Previous 10,156 0.23%
Holding current value
$753,246
Previous $712 Million 8.64%
% of portfolio
0.4%
Previous 0.4%

Shares

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

Apr 01, 2024
BUY
$68.82 - $75.98 $1,582 - $1,747
23 Added 0.23%
10,179 $773 Million
Q4 2023

Feb 12, 2024
BUY
$61.16 - $70.24 $621,140 - $713,357
10,156 New
10,156 $712 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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