Back to SCHW-PJ
BURKETT FINANCIAL SERVICES, LLC → SCHW-PJ
BURKETT FINANCIAL SERVICES, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
37
Latest value
$10K
Q3 2026
Peak value
$58.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $53M |
| Q3 2025 | $821K |
| Q3 2025 | $2.6M |
| Q3 2025 | $664K |
| Q3 2025 | $45.6M |
| Q3 2025 | $1.9M |
| Q4 2025 | $1.2M |
| Q4 2025 | $52.2M |
| Q4 2025 | $728K |
| Q4 2025 | $2.6M |
| Q4 2025 | $629K |
| Q4 2025 | $47.3M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1M |
| Q1 2026 | $47.6M |
| Q1 2026 | $558K |
| Q1 2026 | $2.7M |
| Q1 2026 | $605K |
| Q1 2026 | $52.9M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.1M |
| Q2 2026 | $54.7M |
| Q2 2026 | $639K |
| Q2 2026 | $3.1M |
| Q2 2026 | $728K |
| Q2 2026 | $54.2M |
| Q2 2026 | $1.6M |
| Q2 2026 | $10K |
| Q3 2026 | $1.1M |
| Q3 2026 | $58.2M |
| Q3 2026 | $555K |
| Q3 2026 | $2.8M |
| Q3 2026 | $632K |
| Q3 2026 | $55.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 382 | — | — |
| Q3 2026 | $1.3M | 46.4K | — | — |
| Q3 2026 | $55.1M | 1.69M | — | — |
| Q3 2026 | $632K | 19.4K | — | — |
| Q3 2026 | $2.8M | 81.0K | — | — |
| Q3 2026 | $555K | 16.7K | — | — |
| Q3 2026 | $58.2M | 1.62M | — | — |
| Q3 2026 | $1.1M | 36.7K | — | — |
| Q2 2026 | $10K | 376 | — | — |
| Q2 2026 | $1.6M | 59.4K | — | — |
| Q2 2026 | $54.2M | 1.71M | — | — |
| Q2 2026 | $728K | 20.2K | — | — |
| Q2 2026 | $3.1M | 83.1K | — | — |
| Q2 2026 | $639K | 18.4K | — | — |
| Q2 2026 | $54.7M | 1.62M | — | — |
| Q2 2026 | $1.1M | 37.0K | — | — |
| Q1 2026 | $1.6M | 66.5K | — | — |
| Q1 2026 | $52.9M | 1.72M | — | — |
| Q1 2026 | $605K | 20.8K | — | — |
| Q1 2026 | $2.7M | 86.5K | — | — |
| Q1 2026 | $558K | 18.3K | — | — |
| Q1 2026 | $47.6M | 1.63M | — | — |
| Q1 2026 | $1M | 40.5K | — | — |
| Q4 2025 | $1.8M | 75.5K | — | — |
| Q4 2025 | $47.3M | 1.73M | — | — |
| Q4 2025 | $629K | 22.1K | — | — |
| Q4 2025 | $2.6M | 87.5K | — | — |
| Q4 2025 | $728K | 24.6K | — | — |
| Q4 2025 | $52.2M | 1.60M | — | — |
| Q4 2025 | $1.2M | 44.4K | — | — |
| Q3 2025 | $1.9M | 81.4K | — | — |
| Q3 2025 | $45.6M | 1.67M | — | — |
| Q3 2025 | $664K | 23.8K | — | — |
| Q3 2025 | $2.6M | 88.4K | — | — |
| Q3 2025 | $821K | 28.2K | — | — |
| Q3 2025 | $53M | 1.66M | — | — |
| Q3 2025 | $1.1M | 42.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other BURKETT FINANCIAL SERVICES, LLC positions
VGES
$26.6MVanguard FTSE Developed Markets ETF
VGES
$26.4MVanguard FTSE Developed Markets ETF
VGES
$24.2MVanguard FTSE Developed Markets ETF
VGES
$24.1MVanguard FTSE Developed Markets ETF
VGES
$23.8MVanguard FTSE Developed Markets ETF
SHW
$22.2MJP Morgan Active Emerging Market
TKR
$22MEagle Capital Select Equity ETF
SHW
$21.9MJP Morgan Active Emerging Market