BURKETT FINANCIAL SERVICES, LLC SCHG Holdings History
BURKETT FINANCIAL SERVICES, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 1.71 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $49.82 Mil. This investment constitutes 17.94% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0.11% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 2 purchases of SCHG, at an average price of $40.92, for a total of 1.79 Mil shares. In addition, there have been 4 sales at an average price of $58.85 for 84,305.00 shares. Based on historical transaction data and SCHG's current price of $29.74, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his SCHG holdings is $-17.56 Mil, reflecting a -23.97% gain to date.
BURKETT FINANCIAL SERVICES, LLC SCHG ($29.74) Holding Chart
BURKETT FINANCIAL SERVICES, LLC SCHG ($29.74) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
