Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 193 shares of SCHD stock, worth $5,492. This represents 0.0% of its overall portfolio holdings.
Number of Shares
193
Previous 64
201.56%
Holding current value
$5,492
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio