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%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,945

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Account

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