BURKETT FINANCIAL SERVICES, LLC SCHD Holdings History
BURKETT FINANCIAL SERVICES, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 1.64 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $43.44 Mil. This investment constitutes 15.64% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0.06% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 6 purchases of SCHD, at an average price of $41.93, for a total of 1.64 Mil shares. Based on historical transaction data and SCHD's current price of $27.35, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his SCHD holdings is $-23.90 Mil, reflecting a -34.77% gain to date.
BURKETT FINANCIAL SERVICES, LLC SCHD ($27.35) Holding Chart
BURKETT FINANCIAL SERVICES, LLC SCHD ($27.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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