Schwab U S Broad Market ETF shares owned by Burkett Financial Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 42k | 25.71 |
| 2025-06-30 | $1.0M | 42k | 23.83 |
| 2025-03-31 | $928k | 43k | 21.53 |
| 2024-12-31 | $920k | 41k | 22.70 |
| 2024-09-30 | $897k | 14k | 66.52 |
| 2024-06-30 | $836k | 13k | 62.87 |
| 2024-03-31 | $679k | 11k | 61.05 |
| 2023-12-31 | $603k | 11k | 55.67 |
More positions owned by Burkett Financial Services
View all positions for Burkett Financial Services