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 $104,599. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,805
Previous 3,805 -0.0%
Holding current value
$104,599
Previous $187,000 3.74%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 26, 2023

SELL
$39.91 - $43.82 $144,274 - $158,409
-3,615 Reduced 48.72%
3,805 $166,000
Q1 2023

Apr 24, 2023

BUY
$39.82 - $46.36 $180,981 - $210,706
4,545 Added 158.09%
7,420 $311,000
Q4 2022

Feb 14, 2023

BUY
$38.25 - $43.54 $97,843 - $111,375
2,558 Added 806.94%
2,875 $116,000
Q3 2022

Nov 02, 2022

SELL
$37.65 - $45.9 $4,706 - $5,737
-125 Reduced 28.28%
317 $12,000
Q2 2022

Aug 12, 2022

BUY
$37.88 - $48.01 $4,924 - $6,241
130 Added 41.67%
442 $17,000
Q1 2022

May 27, 2022

BUY
$44.42 - $51.73 $6,751 - $7,862
152 Added 95.0%
312 $15,000
Q4 2021

May 17, 2022

BUY
$48.64 - $55.07 $7,782 - $8,811
160 New
160 $16,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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