Beaird Harris Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Beaird Harris Wealth Management, LLC

  • $998 Million
  • Q1 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 451 shares of SCHO stock, worth $21,706. This represents 0.0% of its overall portfolio holdings.

Number of Shares
451
Previous 451 -0.0%
Holding current value
$21,706
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 26, 2023
SELL
$48.06 - $48.89 $85,114 - $86,584
-1,771 Reduced 79.7%
451 $21,000
Q1 2023

Apr 24, 2023
BUY
$47.8 - $49.0 $7,265 - $7,448
152 Added 7.34%
2,222 $108,000
Q4 2022

Feb 14, 2023
BUY
$47.91 - $48.47 $287 - $290
6 Added 0.29%
2,070 $99,000
Q3 2022

Nov 02, 2022
BUY
N/A
62 Added 3.1%
2,064 $100,000
Q2 2022

Aug 12, 2022
SELL
N/A
-17 Reduced 0.84%
2,002 $98,000
Q1 2022

May 27, 2022
BUY
N/A
58 Added 2.96%
2,019 $100,000
Q4 2021

May 17, 2022
BUY
N/A
1,961 New
1,961 $100,000

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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