Beaird Harris Wealth Management, LLC
Position in SCMB — Schwab Municipal Bond ETF
CIK 1908938
DALLAS, TX
All Filings in SCMB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 SCMB | $5,395,053 | 210,662 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 SCMB | $5,266,447 | 209,152 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SCMB | $5,373,416 | 211,802 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SCMB | $5,864,849 | 228,382 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SCMB | — | 120,091 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 SCMB | — | 120,091 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 SCMB | — | 120,091 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SCMB | — | 120,091 | Shares | Sole | 2024-02-27 | |
| No filing history on record for this holder in this stock. | ||||||