Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Broad M Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 49,658 shares of SCHB stock, worth $1.12 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,658

Previous 16,504 200.88%

Holding current value

$1.12 Million

Previous $1.1 Million 2.73%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $729,719 - $2.22 Million	33,154 Added 200.88%	49,658 $1.13 Million
Q3 2024 Oct 30, 2024	BUY	$59.93 - $66.52 $5,153 - $5,720	86 Added 0.52%	16,504 $1.1 Million
Q2 2024 Aug 06, 2024	BUY	$57.57 - $63.3 $9,096 - $10,001	158 Added 0.97%	16,418 $1.03 Million
Q1 2024 May 03, 2024	BUY	$54.61 - $61.05 $2,293 - $2,564	42 Added 0.26%	16,260 $992,000
Q4 2023 Feb 06, 2024	BUY	$47.61 - $55.91 $2,713 - $3,186	57 Added 0.35%	16,218 $902,000
Q3 2023 Oct 13, 2023	BUY	$49.59 - $53.57 $2,529 - $2,732	51 Added 0.32%	16,161 $805,000
Q2 2023 Aug 03, 2023	SELL	$47.08 - $51.7 $53,153 - $58,369	-1,129 Reduced 6.55%	16,110 $832,000
Q1 2023 May 08, 2023	BUY	$44.47 - $49.23 $766,618 - $848,675	17,239 New	17,239 $824,000

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

445M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Broad M Transaction History