Bka Wealth Consulting, Inc. Schwab Fundamental U S Large C Transaction History

Bka Wealth Consulting, Inc.

$107 Million
Q3 2025

A detailed history of Bka Wealth Consulting, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 224,918 shares of FNDX stock, worth $5.98 Million. This represents 5.52% of its overall portfolio holdings.

Number of Shares

224,918

Previous 181,711 23.78%

Holding current value

$5.98 Million

Previous $4.46 Million 32.65%

% of portfolio

5.52%

Previous 4.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$24.38 - $26.34 $1.05 Million - $1.14 Million	43,207 Added 23.78%	224,918 $5.92 Million
Q2 2025 Jul 15, 2025	BUY	$20.84 - $24.54 $3.53 Million - $4.15 Million	169,249 Added 1358.12%	181,711 $4.46 Million
Q1 2025 May 02, 2025	BUY	$23.03 - $25.01 $48,363 - $52,521	2,100 Added 20.27%	12,462 $294,000
Q4 2024 Jan 13, 2025	BUY	$23.49 - $71.77 $162,268 - $495,787	6,908 Added 200.0%	10,362 $245,000
Q2 2024 Aug 06, 2024	SELL	$63.87 - $67.55 $5,301 - $5,606	-83 Reduced 2.35%	3,454 $231,000

Q1 2024 Apr 09, 2024	BUY	$60.89 - $67.39 $215,367 - $238,358	3,537 New	3,537 $238,000

Others Institutions Holding FNDX

# of Institutions

770

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Bka Wealth Consulting, Inc. Schwab Fundamental U S Large C Transaction History