SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 439 Value ($000) $12 Avg Close — Range —
Q3 2025
Shares 198 Value ($000) $5 Avg Close — Range —
Q2 2025
Shares 15,196 Value ($000) $403 Avg Close — Range —
Q1 2025
Shares 194 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 193 Value ($000) $5 Avg Close — Range —
Q3 2024
Shares 64 Value ($000) $5 Avg Close — Range —
Q2 2024
Shares 3,902 Value ($000) $303 Avg Close — Range —
Q1 2024
Shares 3,902 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 3,901 Value ($000) $297 Avg Close — Range —
Q3 2023
Shares 3,845 Value ($000) $272 Avg Close — Range —
Q2 2023
Shares 61 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 61 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 60 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 596 Value ($000) $40 Avg Close — Range —
Q2 2022
Shares 596 Value ($000) $43 Avg Close — Range —
Q1 2022
Shares 595 Value ($000) $47 Avg Close — Range —
Q4 2021
Shares 595 Value ($000) $48 Avg Close — Range —