Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,912 shares of SCHG stock, worth $48,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,912
Previous 478 300.0%
Holding current value
$48,966
Previous $49,000 8.16%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
BUY
$25.93 - $105.3 $37,183 - $151,000
1,434 Added 300.0%
1,912 $53,000
Q2 2024

Aug 15, 2024
BUY
$87.04 - $101.61 $41,605 - $48,569
478 New
478 $48,000
Q1 2022

May 27, 2022
SELL
$65.63 - $82.62 $262 - $330
-4 Closed
0 $0
Q4 2021

May 17, 2022
BUY
$73.11 - $83.4 $292 - $333
4 New
4 $1,000

Others Institutions Holding SCHG

# of Institutions
1,476
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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