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

Bka Wealth Consulting, Inc.

$102 Million
Q4 2025

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 17,076 shares of SCHG stock, worth $550,871. This represents 0.54% of its overall portfolio holdings.

Number of Shares

17,076

Previous 19,059 10.4%

Holding current value

$550,871

Previous $608,000 9.54%

% of portfolio

0.54%

Previous 0.57%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$31.41 - $33.69 $62,286 - $66,807	-1,983 Reduced 10.4%	17,076 $550,000
Q3 2025 Oct 21, 2025	SELL	$28.92 - $32.19 $34,414 - $38,306	-1,190 Reduced 5.88%	19,059 $608,000
Q2 2025 Jul 15, 2025	BUY	$22.27 - $29.21 $17,081 - $22,404	767 Added 3.94%	20,249 $591,000
Q1 2025 May 02, 2025	SELL	$24.91 - $29.02 $15,618 - $18,195	-627 Reduced 3.12%	19,482 $487,000
Q4 2024 Jan 13, 2025	BUY	$25.93 - $105.3 $389,701 - $1.58 Million	15,029 Added 295.85%	20,109 $560,000

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

1,694

Shares Held

857M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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