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

Burkett Financial Services, LLC

  • $245 Billion
  • Q4 2024

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 89,336 shares of SCHM stock, worth $2.58 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
89,336
Previous 30,075 197.04%
Holding current value
$2.58 Million
Previous $2.5 Billion 0.94%
% of portfolio
1.01%
Previous 1.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
965
Shares Held
144M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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