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%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,262Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$678 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$464 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$368 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$270 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$131 Million0.26% of portfolio