Number of Shares
86,984.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
0.69%
Total Estimate Gain
$-567,295.63
% of Total Estimate Gain
-18.69%

BURKETT FINANCIAL SERVICES, LLC's Schwab International Equity ETF Holding Summary

As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 86,984.00 shares of Schwab International Equity ETF(SCHF), totaling $1.92 Mil. This investment constitutes 0.69% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 1 purchases of SCHF, at an average price of $27.29, for a total of 111,209.00 shares. In addition, there have been 5 sales at an average price of $23.09 for 24,225.00 shares. Based on historical transaction data and SCHF's current price of $21.94, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his SCHF holdings is $-567,295.63, reflecting a -18.69% gain to date.

BURKETT FINANCIAL SERVICES, LLC SCHF ($21.94) Holding Chart

BURKETT FINANCIAL SERVICES, LLC SCHF ($21.94) 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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