SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 141,393 Value ($000) $6,438 Avg Close Range
Q3 2025
Shares 147,584 Value ($000) $6,717 Avg Close Range
Q2 2025
Shares 150,367 Value ($000) $6,404 Avg Close Range
Q1 2025
Shares 154,836 Value ($000) $5,556 Avg Close Range
Q4 2024
Shares 158,253 Value ($000) $5,433 Avg Close Range
Q3 2024
Shares 158,849 Value ($000) $6,120 Avg Close Range
Q2 2024
Shares 164,928 Value ($000) $5,868 Avg Close Range
Q1 2024
Shares 181,969 Value ($000) $6,515 Avg Close Range
Q4 2023
Shares 185,024 Value ($000) $6,455 Avg Close Range
Q3 2023
Shares 187,778 Value ($000) $6,056 Avg Close Range
Q2 2023
Shares 188,692 Value ($000) $6,372 Avg Close Range
Q1 2023
Shares 192,576 Value ($000) $6,492 Avg Close Range
Q4 2022
Shares 193,221 Value ($000) $6,081 Avg Close Range
Q3 2022
Shares 138,622 Value ($000) $3,847 Avg Close Range
Q2 2022
Shares 23,322 Value ($000) $728 Avg Close Range
Q1 2022
Shares 9,909 Value ($000) $376 Avg Close Range
Q4 2021
Shares 11,410 Value ($000) $467 Avg Close Range