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

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q3 2024

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 8,858 shares of SCHX stock, worth $207,277. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,858

Previous 8,808 0.57%

Holding current value

$207,277

Previous $565,000 6.37%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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