SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

BKA Wealth Consulting, Inc.'s Holding History (CIK: 0001922884)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 229,465 Value ($000) $6,244 Avg Close — Range —
Q3 2025
Shares 224,918 Value ($000) $5,915 Avg Close — Range —
Q2 2025
Shares 181,711 Value ($000) $4,470 Avg Close — Range —
Q1 2025
Shares 12,462 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 10,362 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 3,454 Value ($000) $248 Avg Close — Range —
Q2 2024
Shares 3,454 Value ($000) $231 Avg Close — Range —
Q1 2024
Shares 3,537 Value ($000) $238 Avg Close — Range —