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

Burkett Financial Services, LLC

$245 Billion
Q1 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 26,003 shares of SCHA stock, worth $567,645. This represents 0.25% of its overall portfolio holdings.

Number of Shares

26,003

Previous 27,165 4.28%

Holding current value

$567,645

Previous $702 Million 13.27%

% of portfolio

0.25%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,263

Shares Held

273M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.

Account

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