Beaird Harris Wealth Management, LLC Schwab Strategic Tr Mun Bd ETF 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 Mun Bd ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 228,382 shares of SCMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
228,382
Previous 120,091 90.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
N/A
108,291 Added 90.17%
228,382 $0
Q4 2023

Feb 27, 2024
BUY
N/A
120,091 New
120,091 $0

Others Institutions Holding SCMB

# of Institutions
79
Shares Held
5.29M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR MUN BD ETF

SCMB Quotes by TradingView
  • Ticker SCMB
More about SCMB
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email