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

Burkett Financial Services, LLC

  • $242 Billion
  • Q3 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 13,673 shares of SCHA stock, worth $358,369. This represents 0.29% of its overall portfolio holdings.

Number of Shares
13,673
Previous 14,190 3.64%
Holding current value
$358,369
Previous $673 Million 4.58%
% of portfolio
0.29%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Burkett Financial Services, LLC Portfolio

Follow Burkett Financial Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email