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

Bka Wealth Consulting, Inc.

$83 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$24.51 - $28.87 $488,263 - $575,119	-19,921 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$25.61 - $30.82 $510,176 - $613,965	19,921 New	19,921 $553,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

237M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.93 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

22.1M
Shares

$653 Million
0.63% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$578 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$214 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$94.6 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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