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Burkett Financial Services »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Burkett Financial Services

Quarter filed	Position value	Share count	Share price at filing
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

Schwab US Large Cap Growth ETF Equity (SCHG)

Schwab US Dividend Equity ETF Equity (SCHD)

Vanguard FTSE Developed Markets ETF Equity (VEA)

MSCI EAFA Hedged Dollar ETF Equity (DBEF)

Eagle Capital Select Equity ETF Equity (EAGL)

iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)

Calamos S&P Structured ALT ETF Equity

iShares S&P 400 Mid Index Equity (IJH)

iShares S&P 600 Small Cap Index Equity (IJR)

Vanguard Intermediate Treasury ETF Equity (VGIT)

Apple Equity (AAPL)

Microsoft Corp Equity (MSFT)

Schwab Mid Cap Blend ETF Equity (SCHM)

Schwab International Equity ETF Equity (SCHF)

Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Schwab Strategic Tr cmn

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Wealth Enhancement Advisory Services

Gemmer Asset Management

Savant Capital Management

Mokosak Advisory Group

Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn

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