Beaird Harris Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Beaird Harris Wealth Management, LLC

$1.28 Billion
Q3 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 828 shares of SCHO stock, worth $20,161. This represents 0.0% of its overall portfolio holdings.

Number of Shares

828

Previous 828 -0.0%

Holding current value

$20,161

Previous $20,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$24.1 - $24.34 $964 - $973	-40 Reduced 4.61%	828 $20,000
Q4 2024 Feb 10, 2025	BUY	$24.06 - $48.88 $10,033 - $20,382	417 Added 92.46%	868 $20,000
Q2 2023 Jul 26, 2023	SELL	$48.06 - $48.89 $85,114 - $86,584	-1,771 Reduced 79.7%	451 $21,000
Q1 2023 Apr 24, 2023	BUY	$47.8 - $49.0 $7,265 - $7,448	152 Added 7.34%	2,222 $108,000
Q4 2022 Feb 14, 2023	BUY	$47.89 - $48.47 $287 - $290	6 Added 0.29%	2,070 $99,000

Q3 2022 Nov 02, 2022	BUY	$48.15 - $49.37 $2,985 - $3,060	62 Added 3.1%	2,064 $100,000
Q2 2022 Aug 12, 2022	SELL	$48.73 - $49.59 $828 - $843	-17 Reduced 0.84%	2,002 $98,000
Q1 2022 May 27, 2022	BUY	$49.47 - $50.82 $2,869 - $2,947	58 Added 2.96%	2,019 $100,000
Q4 2021 May 17, 2022	BUY	$50.83 - $51.21 $99,677 - $100,422	1,961 New	1,961 $100,000

Others Institutions Holding SCHO

# of Institutions

707

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Beaird Harris Wealth Management, LLC Schwab Short Term Us Treasury Transaction History