Burkett Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Burkett Financial Services’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.09M	Buy
2025 Q2	$1M	Sell
2025 Q1	$928K	Buy
2024 Q4	$920K	Buy
2024 Q3	$897K	Buy
2024 Q2	$836K	Buy
2024 Q1	$679K	Buy
2023 Q4	$603K	Buy