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

Burkett Financial Services, LLC

  • $245 Billion
  • Q4 2024

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 1,542,139 shares of SCHD stock, worth $43.3 Million. This represents 17.22% of its overall portfolio holdings.

Number of Shares
1,542,139
Previous 512,108 201.14%
Holding current value
$43.3 Million
Previous $43.3 Billion 2.67%
% of portfolio
17.22%
Previous 17.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,800
Shares Held
384M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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