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

Bka Wealth Consulting, Inc.

$91.7 Million
Q3 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 4,289 shares of SCHB stock, worth $98,218. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,289

Previous 4,287 0.05%

Holding current value

$98,218

Previous $269,000 5.95%

% of portfolio

0.31%

Previous 0.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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