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

Bka Wealth Consulting, Inc.

$99.9 Million
Q2 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 181,711 shares of FNDX stock, worth $4.57 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares

181,711

Previous 12,462 1358.12%

Holding current value

$4.57 Million

Previous $294,000 1416.67%

% of portfolio

4.46%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

696

Shares Held

594M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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