Avidian Wealth Solutions, LLC Schwab Strategic Tr Intl Divid Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 32,916 shares of SCHY stock, worth $763,322. This represents 0.04% of its overall portfolio holdings.

Number of Shares
32,916
Previous 30,732 7.11%
Holding current value
$763,322
Previous $724,000 18.92%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 30, 2024
BUY
$23.66 - $26.53 $51,673 - $57,941
2,184 Added 7.11%
32,916 $861,000
Q2 2024

Aug 06, 2024
BUY
$23.23 - $24.96 $37,771 - $40,584
1,626 Added 5.59%
30,732 $724,000
Q1 2024

May 03, 2024
BUY
$23.78 - $24.68 $48,963 - $50,816
2,059 Added 7.61%
29,106 $706,000
Q4 2023

Feb 06, 2024
SELL
$22.12 - $24.59 $148,646 - $165,244
-6,720 Reduced 19.9%
27,047 $665,000
Q3 2023

Oct 13, 2023
BUY
$22.9 - $24.85 $773,264 - $839,109
33,767 New
33,767 $776,000

Others Institutions Holding SCHY

# of Institutions
126
Shares Held
9.64M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

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