Beaird Harris Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History
Beaird Harris Wealth Management, LLC
- $998 Million
- Q1 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 181,969 shares of SCHC stock, worth $6.48 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
181,969
Previous 185,024
1.65%
Holding current value
$6.48 Million
Previous $6.46 Million
0.91%
% of portfolio
0.65%
Previous 0.7%
Shares
10 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio