Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 308 shares of SCHB stock, worth $7,231. This represents 0.0% of its overall portfolio holdings.
Number of Shares
308
Previous 308
-0.0%
Holding current value
$7,231
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,210Shares Held
315MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$192 Million16.63% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio