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Burkett Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Burkett Financial Services’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$555K Sell
16,651
-1,717
-9% -$59.1K 0.17% 36
2026
Q2 		$639K Buy
18,368
+83
+0.5% +$2.73K 0.2% 34
2026
Q1 		$558K Sell
18,285
-6,306
-26% -$196K 0.19% 35
2025
Q4 		$728K Sell
24,591
-3,618
-13% -$106K 0.25% 31
2025
Q3 		$821K Sell
28,209
-947
-3% -$26.9K 0.28% 30
2025
Q2 		$807K Buy
29,156
+153
+0.5% +$4.02K 0.29% 30
2025
Q1 		$771K Sell
29,003
-2,070
-7% -$55.6K 0.31% 26
2024
Q4 		$810K Buy
31,073
+188
+0.6% +$5.08K 0.33% 27
2024
Q3 		$827K Buy
30,885
+348
+1% +$8.94K 0.34% 24
2024
Q2 		$754K Hold
30,537
– – 0.39% 23
2024
Q1 		$773K Buy
30,537
+69
+0.2% +$1.65K 0.4% 23
2023
Q4 		$712K Buy
+30,468
New +$666K 0.4% 22

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Burkett Financial Services's SCHV Position: Q3 2026 in Review

Burkett Financial Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 9.3% in Q3 2026, selling an estimated $59.1K and leaving 16,651 shares worth $555K. The position accounts for 0.17% of the portfolio, ranked #36.

Burkett Financial Services first reported a position in SCHV in Q4 2023 and has held it in 12 quarters since. The position peaked at $827K in Q3 2024. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Burkett Financial Services held 16,651 shares of Schwab US Large-Cap Value ETF worth $555K as of Q3 2026.
  • Burkett Financial Services sold 1,717 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $59.1K.
  • Schwab US Large-Cap Value ETF made up 0.17% of Burkett Financial Services's portfolio in Q3 2026, its #36 holding.
  • Burkett Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Schwab US Large-Cap Value ETF position peaked at $827K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.