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
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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 |
|---|---|---|---|
| 2025-09-30 | $53M | 1.7M | 31.91 |
| 2025-06-30 | $50M | 1.7M | 29.21 |
| 2025-03-31 | $42M | 1.7M | 25.04 |
| 2024-12-31 | $48M | 1.7M | 27.87 |
| 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 |
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