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

Burkett Financial Services, LLC

$239 Million
Q4 2025

A detailed history of Burkett Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burkett Financial Services, LLC holds 1,599,626 shares of SCHG stock, worth $51.6 Million. This represents 21.59% of its overall portfolio holdings.

Number of Shares

1,599,626

Previous 1,661,825 3.74%

Holding current value

$51.6 Million

Previous $53 Million 2.69%

% of portfolio

21.59%

Previous 22.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$31.41 - $33.69 $1.95 Million - $2.1 Million	-62,199 Reduced 3.74%	1,599,626 $51.6 Million
Q3 2025 Nov 24, 2025	SELL	$28.92 - $32.19 $1.27 Million - $1.41 Million	-43,877 Reduced 2.57%	1,661,825 $53 Million
Q2 2025 Jul 01, 2025	BUY	$22.27 - $29.21 $667,565 - $875,598	29,976 Added 1.79%	1,705,702 $49.8 Billion
Q1 2025 Apr 11, 2025	SELL	$24.91 - $29.02 $1.11 Million - $1.3 Million	-44,700 Reduced 2.6%	1,675,726 $42 Billion
Q4 2024 Jan 06, 2025	BUY	$25.93 - $105.3 $33 Million - $134 Million	1,274,348 Added 285.68%	1,720,426 $47.9 Billion

Q3 2024 Oct 08, 2024	SELL	$92.63 - $105.69 $1.57 Million - $1.79 Million	-16,932 Reduced 3.66%	446,078 $46.5 Billion
Q2 2024 Jul 10, 2024	SELL	$87.04 - $101.61 $391,854 - $457,448	-4,502 Reduced 0.96%	463,010 $46.7 Billion
Q1 2024 Apr 01, 2024	SELL	$80.6 - $93.32 $1.46 Million - $1.7 Million	-18,171 Reduced 3.74%	467,512 $43.3 Billion
Q4 2023 Feb 12, 2024	BUY	$70.08 - $83.37 $34 Million - $40.5 Million	485,683 New	485,683 $40.3 Billion

Others Institutions Holding SCHG

# of Institutions

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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