Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Beaird Harris Wealth Management, LLC

  • $1.28 Billion
  • Q3 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 750 shares of SCHB stock, worth $19,365. This represents 0.0% of its overall portfolio holdings.

Number of Shares
750
Previous 750 -0.0%
Holding current value
$19,365
Previous $17,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $9,728 - $29,534
442 Added 143.51%
750 $17,000
Q3 2023

Nov 15, 2023
BUY
$49.59 - $53.57 $12,397 - $13,392
250 Added 431.03%
308 $15,000
Q3 2022

Nov 02, 2022
BUY
$41.99 - $50.63 $923 - $1,113
22 Added 61.11%
58 $2,000
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $944 - $1,187
-22 Reduced 37.93%
36 $2,000
Q1 2022

May 27, 2022
BUY
$49.15 - $56.85 $1,425 - $1,648
29 Added 100.0%
58 $3,000
Q4 2021

May 17, 2022
BUY
$51.87 - $56.86 $1,504 - $1,648
29 New
29 $3,000

Others Institutions Holding SCHB

# of Institutions
1,377
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email