Schwab Strategic Tr shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 211k | 25.61 |
| 2025-06-30 | $5.3M | 209k | 25.18 |
| 2025-03-31 | $5.4M | 212k | 25.37 |
| 2024-12-31 | $5.9M | 228k | 25.68 |
| 2024-09-30 | $6.3M | 120k | 52.53 |
| 2024-06-30 | $6.2M | 120k | 51.40 |
| 2024-03-31 | $6.3M | 120k | 52.05 |
| 2023-12-31 | $6.3M | 120k | 52.61 |
More positions owned by Beaird Harris Wealth Management
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