Burkett Financial Services, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Burkett Financial Services, LLC holds 10,295 shares of SCHV stock, worth $270,037. This represents 0.34% of its overall portfolio holdings.

Number of Shares
10,295
Previous 10,179 1.14%
Holding current value
$270,037
Previous $754 Million 9.72%
% of portfolio
0.34%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$73.43 - $80.37 $8,517 - $9,322
116 Added 1.14%
10,295 $827 Million
Q1 2024

Apr 01, 2024
BUY
$68.82 - $75.98 $1,582 - $1,747
23 Added 0.23%
10,179 $773 Million
Q4 2023

Feb 12, 2024
BUY
$61.16 - $70.24 $621,140 - $713,357
10,156 New
10,156 $712 Million

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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