Bka Wealth Consulting, Inc. Schwab Strategic Tr Us Dividen Transaction History
Bka Wealth Consulting, Inc.
- $83 Million
- Q2 2024
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 11,222 shares of SCHD stock, worth $948,595. This represents 1.05% of its overall portfolio holdings.
Number of Shares
11,222
Previous 10,473
7.15%
Holding current value
$948,595
Previous $844,000
3.32%
% of portfolio
1.05%
Previous 1.09%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio