Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 137,894 shares of SCHX stock, worth $3.17 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
137,894
Previous 138,191 0.21%
Holding current value
$3.17 Million
Previous $8.88 Million 5.38%
% of portfolio
0.44%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$61.11 - $67.85 $18,149 - $20,151
-297 Reduced 0.21%
137,894 $9.36 Million
Q2 2024

Aug 06, 2024
BUY
$58.7 - $64.78 $8.11 Million - $8.95 Million
138,191 New
138,191 $8.88 Million
Q1 2023

May 08, 2023
SELL
$44.78 - $49.41 $18.9 Million - $20.8 Million
-421,830 Reduced 98.52%
6,321 $305,000
Q4 2022

Feb 06, 2023
BUY
$42.25 - $48.16 $18.1 Million - $20.6 Million
428,151 New
428,151 $19.3 Million
Q2 2022

Jul 29, 2022
BUY
$43.35 - $54.51 $529,910 - $666,330
12,224 New
12,224 $546,000

Others Institutions Holding SCHX

# of Institutions
1,352
Shares Held
353M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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