Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 7,610 shares of SCHA stock, worth $202,426. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,610

Previous 3,805 100.0%

Holding current value

$202,426

Previous $195,000 0.51%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $96,380 - $194,663	3,805 Added 100.0%	7,610 $196,000
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

# of Institutions

1,235

Shares Held

270M

Call Options Held

64.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History