Bka Wealth Consulting, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 5,080 shares of SCHG stock, worth $137,058. This represents 0.58% of its overall portfolio holdings.

Number of Shares
5,080
Previous 4,971 2.19%
Holding current value
$137,058
Previous $501,000 5.59%
% of portfolio
0.58%
Previous 0.6%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$92.63 - $105.69 $10,096 - $11,520
109 Added 2.19%
5,080 $529,000
Q1 2024

Apr 09, 2024
SELL
$80.6 - $93.32 $564 - $653
-7 Reduced 0.14%
4,971 $460,000
Q4 2023

Feb 01, 2024
BUY
$70.08 - $83.37 $9,460 - $11,254
135 Added 2.79%
4,978 $412,000
Q3 2023

Nov 03, 2023
SELL
$71.99 - $78.02 $431 - $468
-6 Reduced 0.12%
4,843 $352,000
Q2 2023

Jul 24, 2023
BUY
$63.6 - $74.95 $318 - $374
5 Added 0.1%
4,849 $363,000
Q1 2023

May 30, 2023
BUY
$54.19 - $65.17 $262,496 - $315,683
4,844 New
4,844 $315,000
Q4 2022

Feb 02, 2023
BUY
$54.31 - $60.76 $5,702 - $6,379
105 Added 2.22%
4,839 $268,000
Q3 2022

Oct 24, 2022
BUY
$55.81 - $69.25 $3,069 - $3,808
55 Added 1.18%
4,734 $264,000
Q2 2022

Jul 11, 2022
BUY
$55.73 - $76.55 $278 - $382
5 Added 0.11%
4,679 $271,000
Q1 2022

Apr 29, 2022
BUY
$65.63 - $82.62 $306,754 - $386,165
4,674 New
4,674 $350,000

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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