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

Bka Wealth Consulting, Inc.

$90.7 Million
Q1 2025

A detailed history of Bka Wealth Consulting, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 36,333 shares of SCHD stock, worth $950,834. This represents 1.12% of its overall portfolio holdings.

Number of Shares

36,333

Previous 36,148 0.51%

Holding current value

$950,834

Previous $987,000 2.84%

% of portfolio

1.12%

Previous 1.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$27.01 - $28.54 $4,996 - $5,279	185 Added 0.51%	36,333 $1.02 Million
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $661,266 - $2.09 Million	24,555 Added 211.81%	36,148 $987,000
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $28,574 - $31,557	371 Added 3.31%	11,593 $979,000
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $56,781 - $60,032	749 Added 7.15%	11,222 $872,000
Q1 2024 Apr 09, 2024	BUY	$75.25 - $80.63 $140,115 - $150,133	1,862 Added 21.62%	10,473 $844,000
Q4 2023 Feb 01, 2024	BUY	$66.9 - $76.32 $93,057 - $106,161	1,391 Added 19.27%	8,611 $655,000
Q3 2023 Nov 03, 2023	BUY	$70.63 - $75.66 $99,376 - $106,453	1,407 Added 24.2%	7,220 $510,000
Q2 2023 Jul 24, 2023	BUY	$69.18 - $73.94 $21,445 - $22,921	310 Added 5.63%	5,813 $422,000
Q1 2023 May 30, 2023	BUY	$70.28 - $78.03 $386,750 - $429,399	5,503 New	5,503 $402,000
Q4 2022 Feb 02, 2023	BUY	$67.16 - $79.06 $28,744 - $33,837	428 Added 8.6%	5,404 $408,000
Q3 2022 Oct 24, 2022	BUY	$66.43 - $77.87 $2,524 - $2,959	38 Added 0.77%	4,976 $331,000
Q2 2022 Jul 11, 2022	BUY	$70.31 - $80.24 $60,255 - $68,765	857 Added 21.0%	4,938 $354,000
Q1 2022 Apr 29, 2022	BUY	$75.14 - $81.94 $306,646 - $334,397	4,081 New	4,081 $322,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Bka Wealth Consulting, Inc. Schwab Strategic Tr Us Dividen Transaction History