Schwab Strategic Tr cmn shares owned by Burkett Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $821k | 28k | 29.11 |
| 2025-06-30 | $807k | 29k | 27.67 |
| 2025-03-31 | $771k | 29k | 26.58 |
| 2024-12-31 | $810k | 31k | 26.07 |
| 2024-09-30 | $827k | 10k | 80.37 |
| 2024-06-30 | $754k | 10k | 74.08 |
| 2024-03-31 | $773k | 10k | 75.98 |
| 2023-12-31 | $712k | 10k | 70.10 |
More positions owned by Burkett Financial Services
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