Beaird Harris Wealth Management, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,530 shares of SCHM stock, worth $73,774. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,530
Previous 2,530
-0.0%
Holding current value
$73,774
Previous $70,000
5.71%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,062Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio