SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 42,574 Value ($000) $1,168 Avg Close — Range —
Q3 2025
Shares 40,482 Value ($000) $1,105 Avg Close — Range —
Q2 2025
Shares 39,029 Value ($000) $1,034 Avg Close — Range —
Q1 2025
Shares 36,333 Value ($000) $1,016 Avg Close — Range —
Q4 2024
Shares 36,148 Value ($000) $988 Avg Close — Range —
Q3 2024
Shares 11,593 Value ($000) $980 Avg Close — Range —
Q2 2024
Shares 11,222 Value ($000) $873 Avg Close — Range —
Q1 2024
Shares 10,473 Value ($000) $844 Avg Close — Range —
Q4 2023
Shares 8,611 Value ($000) $656 Avg Close — Range —
Q3 2023
Shares 7,220 Value ($000) $511 Avg Close — Range —
Q2 2023
Shares 5,813 Value ($000) $422 Avg Close — Range —
Q1 2023
Shares 5,503 Value ($000) $401 Avg Close — Range —
Q4 2022
Shares 5,404 Value ($000) $408 Avg Close — Range —
Q3 2022
Shares 4,976 Value ($000) $331 Avg Close — Range —
Q2 2022
Shares 4,938 Value ($000) $354 Avg Close — Range —
Q1 2022
Shares 4,081 Value ($000) $322 Avg Close — Range —