Burkett Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
42,147
-942
| -2% | -$22.4K | 0.36% | 24 |
|
|
2025
Q1 | $928K | Buy |
43,089
+2,566
| +6% | +$55.2K | 0.38% | 23 |
|
|
2024
Q4 | $920K | Buy |
40,523
+77
| +0.2% | +$1.75K | 0.38% | 23 |
|
|
2024
Q3 | $897K | Buy |
40,446
+549
| +1% | +$12.2K | 0.37% | 21 |
|
|
2024
Q2 | $836K | Buy |
39,897
+6,534
| +20% | +$137K | 0.43% | 20 |
|
|
2024
Q1 | $679K | Buy |
33,363
+864
| +3% | +$17.6K | 0.35% | 27 |
|
|
2023
Q4 | $603K | Buy |
+32,499
| New | +$603K | 0.34% | 29 |
|