Bka Wealth Consulting, Inc. Schwab Strategic Tr Us Broad M Transaction History

Bka Wealth Consulting, Inc.

  • $89.9 Million
  • Q4 2024

A detailed history of Bka Wealth Consulting, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 12,289 shares of SCHB stock, worth $284,859. This represents 0.31% of its overall portfolio holdings.

Number of Shares
12,289
Previous 4,289 186.52%
Holding current value
$284,859
Previous $285,000 2.46%
% of portfolio
0.31%
Previous 0.31%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$22.01 - $66.82 $176,080 - $534,560
8,000 Added 186.52%
12,289 $278,000
Q3 2024

Oct 08, 2024
BUY
$59.93 - $66.52 $119 - $133
2 Added 0.05%
4,289 $285,000
Q2 2024

Aug 06, 2024
SELL
$57.57 - $63.3 $22,106 - $24,307
-384 Reduced 8.22%
4,287 $269,000
Q1 2024

Apr 09, 2024
SELL
$54.61 - $61.05 $5,788 - $6,471
-106 Reduced 2.22%
4,671 $285,000
Q4 2023

Feb 01, 2024
BUY
$47.61 - $55.91 $95 - $111
2 Added 0.04%
4,777 $265,000
Q3 2023

Nov 03, 2023
BUY
$49.59 - $53.57 $49 - $53
1 Added 0.02%
4,775 $238,000
Q2 2023

Jul 24, 2023
SELL
$47.08 - $51.7 $13,135 - $14,424
-279 Reduced 5.52%
4,774 $246,000
Q1 2023

May 30, 2023
BUY
$44.47 - $49.23 $224,706 - $248,759
5,053 New
5,053 $241,000
Q4 2022

Feb 02, 2023
SELL
$41.94 - $47.81 $5,955 - $6,789
-142 Reduced 2.73%
5,052 $226,000
Q3 2022

Oct 24, 2022
BUY
$41.99 - $50.63 $41 - $50
1 Added 0.02%
5,194 $218,000
Q2 2022

Jul 11, 2022
SELL
$42.93 - $53.98 $5,151 - $6,477
-120 Reduced 2.26%
5,193 $229,000
Q1 2022

Apr 29, 2022
BUY
$49.15 - $56.85 $261,133 - $302,044
5,313 New
5,313 $284,000

Others Institutions Holding SCHB

# of Institutions
1,261
Shares Held
444M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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