SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Beaird Harris Wealth Management, LLC's Holding History (CIK: 0001908938)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 27,922 Value ($000) $751 Avg Close Range
Q3 2025
Shares 26,708 Value ($000) $703 Avg Close Range
Q2 2025
Shares 26,640 Value ($000) $651 Avg Close Range
Q1 2025
Shares 26,728 Value ($000) $590 Avg Close Range
Q4 2024
Shares 26,654 Value ($000) $618 Avg Close Range
Q3 2024
Shares 8,858 Value ($000) $601 Avg Close Range
Q2 2024
Shares 8,808 Value ($000) $566 Avg Close Range
Q1 2024
Shares 8,808 Value ($000) $547 Avg Close Range
Q4 2023
Shares 9,476 Value ($000) $534 Avg Close Range
Q3 2023
Shares 9,585 Value ($000) $485 Avg Close Range
Q2 2023
Shares 9,553 Value ($000) $500 Avg Close Range
Q1 2023
Shares 15,740 Value ($000) $761 Avg Close Range
Q4 2022
Shares 4,926 Value ($000) $222 Avg Close Range
Q3 2022
Shares 972 Value ($000) $41 Avg Close Range
Q2 2022
Shares 972 Value ($000) $43 Avg Close Range
Q1 2022
Shares 972 Value ($000) $52 Avg Close Range
Q4 2021
Shares 486 Value ($000) $55 Avg Close Range