Barden Capital Management, Inc. Schwab Strategic Tr Long Term Transaction History

Barden Capital Management, Inc.

$117 Million
Q4 2024

A detailed history of Barden Capital Management, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Barden Capital Management, Inc. holds 42,232 shares of SCHQ stock, worth $1.38 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

42,232

Previous 39,595 6.66%

Holding current value

$1.38 Million

Previous $1.39 Million 4.19%

% of portfolio

1.14%

Previous 1.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$31.33 - $35.13 $82,617 - $92,637	2,637 Added 6.66%	42,232 $1.33 Million
Q3 2024 Oct 18, 2024	BUY	$32.17 - $35.98 $137,784 - $154,102	4,283 Added 12.13%	39,595 $1.39 Million
Q2 2024 Aug 09, 2024	BUY	$31.45 - $33.71 $63,120 - $67,655	2,007 Added 6.03%	35,312 $1.16 Million
Q1 2024 May 09, 2024	SELL	$32.9 - $35.0 $149,826 - $159,390	-4,554 Reduced 12.03%	33,305 $1.12 Million
Q3 2023 Nov 14, 2023	BUY	$31.58 - $36.29 $302,157 - $347,222	9,568 Added 33.82%	37,859 $1.2 Million
Q2 2023 Aug 09, 2023	SELL	$35.48 - $38.22 $351,855 - $379,027	-9,917 Reduced 25.96%	28,291 $1.03 Million
Q1 2023 May 08, 2023	BUY	$35.08 - $38.26 $1.34 Million - $1.46 Million	38,208 New	38,208 $1.43 Million

Others Institutions Holding SCHQ

# of Institutions

107

Shares Held

11.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Barden Capital Management, Inc. Schwab Strategic Tr Long Term Transaction History