Bka Wealth Consulting, Inc. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 36,148 shares of SCHD stock, worth $996,961. This represents 1.1% of its overall portfolio holdings.

Number of Shares
36,148
Previous 11,593 211.81%
Holding current value
$996,961
Previous $979,000 0.82%
% of portfolio
1.1%
Previous 1.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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