Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 308 shares of SCHB stock, worth $20,398. This represents 0.0% of its overall portfolio holdings.

Number of Shares
308
Previous 308 -0.0%
Holding current value
$20,398
Previous $18,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 15, 2023
BUY
$49.59 - $53.57 $12,397 - $13,392
250 Added 431.03%
308 $15,000
Q3 2022

Nov 02, 2022
BUY
$41.99 - $50.63 $923 - $1,113
22 Added 61.11%
58 $2,000
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $944 - $1,187
-22 Reduced 37.93%
36 $2,000
Q1 2022

May 27, 2022
BUY
$49.15 - $56.85 $1,425 - $1,648
29 Added 100.0%
58 $3,000
Q4 2021

May 17, 2022
BUY
$51.87 - $56.86 $1,504 - $1,648
29 New
29 $3,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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