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Schwab U S Large Cap Growth ETF shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $47M 446k 104.18
2024-06-30 $47M 463k 100.84
2024-03-31 $43M 468k 92.72
2023-12-31 $40M 486k 82.96