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

Burkett Financial Services, LLC

$278 Billion
Q2 2025

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Burkett Financial Services, LLC holds 25,057 shares of SCHA stock, worth $643,463. This represents 0.23% of its overall portfolio holdings.

Number of Shares

25,057

Previous 26,003 3.64%

Holding current value

$643,463

Previous $609 Million 4.05%

% of portfolio

0.23%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 01, 2025	SELL	$20.42 - $25.3 $19,317 - $23,933	-946 Reduced 3.64%	25,057 $634 Million
Q1 2025 Apr 11, 2025	SELL	$23.16 - $27.04 $26,911 - $31,420	-1,162 Reduced 4.28%	26,003 $609 Million
Q4 2024 Jan 06, 2025	BUY	$25.33 - $51.16 $341,752 - $690,250	13,492 Added 98.68%	27,165 $702 Million
Q3 2024 Oct 08, 2024	SELL	$46.9 - $51.96 $24,247 - $26,863	-517 Reduced 3.64%	13,673 $704 Million
Q2 2024 Jul 10, 2024	SELL	$45.24 - $49.04 $9,545 - $10,347	-211 Reduced 1.47%	14,190 $673 Million
Q1 2024 Apr 01, 2024	SELL	$44.84 - $49.24 $21,881 - $24,029	-488 Reduced 3.28%	14,401 $709 Million
Q4 2023 Feb 12, 2024	BUY	$38.13 - $48.02 $567,717 - $714,969	14,889 New	14,889 $703 Million

Others Institutions Holding SCHA

# of Institutions

1,262

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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