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

Beaird Harris Wealth Management, LLC

$1.1 Billion
Q1 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 26,728 shares of SCHX stock, worth $665,794. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,728

Previous 26,654 0.28%

Holding current value

$665,794

Previous $617,000 4.38%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $1,609 - $1,796	74 Added 0.28%	26,728 $590,000
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $398,630 - $1.22 Million	17,796 Added 200.9%	26,654 $617,000
Q3 2024 Dec 02, 2024	BUY	$61.11 - $67.85 $3,055 - $3,392	50 Added 0.57%	8,858 $601,000
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $37,013 - $41,469	-668 Reduced 7.05%	8,808 $546,000
Q4 2023 Feb 27, 2024	SELL	$48.47 - $56.6 $5,283 - $6,169	-109 Reduced 1.14%	9,476 $534,000
Q3 2023 Nov 15, 2023	BUY	$50.36 - $54.21 $1,611 - $1,734	32 Added 0.33%	9,585 $485,000
Q2 2023 Jul 26, 2023	SELL	$47.67 - $52.37 $294,934 - $324,013	-6,187 Reduced 39.31%	9,553 $500,000
Q1 2023 Apr 24, 2023	BUY	$44.78 - $49.41 $484,250 - $534,319	10,814 Added 219.53%	15,740 $761,000
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $167,056 - $190,424	3,954 Added 406.79%	4,926 $222,000
Q1 2022 May 27, 2022	BUY	$49.51 - $57.27 $24,061 - $27,833	486 Added 100.0%	972 $52,000
Q4 2021 May 17, 2022	BUY	$51.9 - $57.29 $25,223 - $27,842	486 New	486 $55,000

Others Institutions Holding SCHX

# of Institutions

1,527

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Large C Transaction History