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

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

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 $15,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
750
Previous 308 143.51%
Holding current value
$15,217
Previous $20,000 15.0%
% 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
1,271
Shares Held
482M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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