Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 3,805 shares of SCHA stock, worth $101,365. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,805
Previous 3,805
-0.0%
Holding current value
$101,365
Previous $180,000
8.33%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,185Shares Held
202MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$675 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$590 Million0.1% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$195 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio