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
2025 Q2	$807K	Buy
2025 Q1	$771K	Sell
2024 Q4	$810K	Buy
2024 Q3	$827K	Buy
2024 Q2	$754K	Hold
2024 Q1	$773K	Buy
2023 Q4	$712K	Buy