Burkett Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Burkett Financial Services, LLC

$239 Million
Q4 2025

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Burkett Financial Services, LLC holds 87,537 shares of SCHM stock, worth $2.55 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

87,537

Previous 88,353 0.92%

Holding current value

$2.55 Million

Previous $2.62 Million 2.52%

% of portfolio

1.07%

Previous 1.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$28.9 - $30.17 $23,582 - $24,618	-816 Reduced 0.92%	87,537 $2.55 Million
Q3 2025 Nov 24, 2025	SELL	$28.15 - $30.13 $25,222 - $26,996	-896 Reduced 1.0%	88,353 $2.62 Million
Q2 2025 Jul 01, 2025	BUY	$22.92 - $28.05 $31,744 - $38,849	1,385 Added 1.58%	89,249 $2.5 Billion
Q1 2025 Apr 11, 2025	SELL	$25.58 - $29.24 $37,653 - $43,041	-1,472 Reduced 1.65%	87,864 $2.3 Billion
Q4 2024 Jan 06, 2025	BUY	$27.54 - $83.04 $1.63 Million - $4.92 Million	59,261 Added 197.04%	89,336 $2.48 Billion

Q3 2024 Oct 08, 2024	SELL	$75.47 - $83.18 $16,678 - $18,382	-221 Reduced 0.73%	30,075 $2.5 Billion
Q2 2024 Jul 10, 2024	SELL	$75.69 - $81.19 $30,730 - $32,963	-406 Reduced 1.32%	30,296 $2.36 Billion
Q1 2024 Apr 01, 2024	SELL	$72.89 - $81.43 $82,147 - $91,771	-1,127 Reduced 3.54%	30,702 $2.5 Billion
Q4 2023 Feb 12, 2024	BUY	$63.01 - $75.95 $2.01 Million - $2.42 Million	31,829 New	31,829 $2.4 Billion

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Burkett Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History