Burkett Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Burkett Financial Services, LLC

$238 Million
Q3 2025

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Burkett Financial Services, LLC holds 1,668,685 shares of SCHD stock, worth $45.5 Million. This represents 19.16% of its overall portfolio holdings.

Number of Shares

1,668,685

Previous 1,639,370 1.79%

Holding current value

$45.5 Million

Previous $43.4 Billion 99.9%

% of portfolio

19.16%

Previous 15.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	BUY	$26.38 - $27.95 $773,329 - $819,354	29,315 Added 1.79%	1,668,685 $45.6 Million
Q2 2025 Jul 01, 2025	BUY	$24.32 - $27.87 $1.44 Million - $1.65 Million	59,201 Added 3.75%	1,639,370 $43.4 Billion
Q1 2025 Apr 11, 2025	BUY	$27.01 - $28.54 $1.03 Million - $1.09 Million	38,030 Added 2.47%	1,580,169 $44.2 Billion
Q4 2024 Jan 06, 2025	BUY	$26.93 - $84.95 $27.7 Million - $87.5 Million	1,030,031 Added 201.14%	1,542,139 $42.1 Billion
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $1.12 Million - $1.24 Million	14,574 Added 2.93%	512,108 $43.3 Billion

Q2 2024 Jul 10, 2024	BUY	$75.81 - $80.15 $182,929 - $193,401	2,413 Added 0.49%	497,534 $38.7 Billion
Q1 2024 Apr 01, 2024	BUY	$75.25 - $80.63 $827,524 - $886,688	10,997 Added 2.27%	495,121 $39.9 Billion
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $32.4 Million - $36.9 Million	484,124 New	484,124 $36.9 Billion

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Burkett Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History