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

Burkett Financial Services, LLC

  • $245 Billion
  • Q4 2024

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 27,165 shares of SCHA stock, worth $686,459. This represents 0.29% of its overall portfolio holdings.

Number of Shares
27,165
Previous 13,673 98.68%
Holding current value
$686,459
Previous $704 Million 0.24%
% of portfolio
0.29%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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