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

Beaird Harris Wealth Management, LLC

  • $1.19 Billion
  • Q2 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 15,196 shares of SCHD stock, worth $403,757. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,196
Previous 194 7732.99%
Holding current value
$403,757
Previous $5,000 7940.0%
% of portfolio
0.03%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.32 - $27.87 $364,848 - $418,105
15,002 Added 7732.99%
15,196 $402,000
Q1 2025

May 15, 2025
BUY
$27.01 - $28.54 $27 - $28
1 Added 0.52%
194 $5,000
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $3,473 - $10,958
129 Added 201.56%
193 $5,000
Q3 2024

Dec 02, 2024
SELL
$77.02 - $85.06 $295,602 - $326,460
-3,838 Reduced 98.36%
64 $5,000
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $75 - $80
1 Added 0.03%
3,902 $314,000
Q4 2023

Feb 27, 2024
BUY
$66.9 - $76.32 $3,746 - $4,273
56 Added 1.46%
3,901 $296,000
Q3 2023

Nov 15, 2023
BUY
$70.63 - $75.66 $267,263 - $286,297
3,784 Added 6203.28%
3,845 $272,000
Q1 2023

Apr 24, 2023
BUY
$70.28 - $78.03 $70 - $78
1 Added 1.67%
61 $4,000
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $35,997 - $42,376
-536 Reduced 89.93%
60 $4,000
Q2 2022

Aug 12, 2022
BUY
$70.31 - $80.24 $70 - $80
1 Added 0.17%
596 $43,000
Q4 2021

May 17, 2022
BUY
$74.93 - $80.86 $44,583 - $48,111
595 New
595 $48,000

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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