Avidian Wealth Solutions, LLC Schwab Us Aggregate Bond ETF Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 94,283 shares of SCHZ stock, worth $2.19 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

94,283

Previous 46,839 101.29%

Holding current value

$2.19 Million

Previous $2.23 Million 3.82%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.63 - $47.53 $1.07 Million - $2.26 Million	47,444 Added 101.29%	94,283 $2.14 Million
Q3 2024 Oct 30, 2024	BUY	$45.2 - $47.87 $6,237 - $6,606	138 Added 0.3%	46,839 $2.23 Million
Q2 2024 Aug 06, 2024	SELL	$44.66 - $45.99 $333,520 - $343,453	-7,468 Reduced 13.79%	46,701 $2.13 Million
Q1 2024 May 03, 2024	SELL	$45.44 - $46.67 $152,269 - $156,391	-3,351 Reduced 5.83%	54,169 $2.49 Million
Q4 2023 Feb 06, 2024	SELL	$43.09 - $46.83 $899,374 - $977,435	-20,872 Reduced 26.63%	57,520 $2.68 Million
Q3 2023 Oct 13, 2023	BUY	$44.14 - $46.33 $895,203 - $939,618	20,281 Added 34.9%	78,392 $3.47 Million
Q2 2023 Aug 03, 2023	BUY	$45.86 - $47.33 $137,580 - $141,990	3,000 Added 5.44%	58,111 $2.68 Million
Q1 2023 May 08, 2023	BUY	$45.33 - $47.44 $606,923 - $635,174	13,389 Added 32.09%	55,111 $2.59 Million
Q4 2022 Feb 06, 2023	BUY	$44.04 - $47.03 $192,234 - $205,285	4,365 Added 11.68%	41,722 $1.9 Million
Q3 2022 Nov 03, 2022	SELL	$44.98 - $49.09 $981,373 - $1.07 Million	-21,818 Reduced 36.87%	37,357 $1.69 Million
Q2 2022 Jul 29, 2022	BUY	$46.62 - $50.36 $822,283 - $888,249	17,638 Added 42.46%	59,175 $2.83 Million
Q1 2022 May 10, 2022	BUY	$50.05 - $53.52 $1.21 Million - $1.29 Million	24,116 Added 138.43%	41,537 $2.1 Million
Q4 2021 Feb 14, 2022	BUY	$53.63 - $54.52 $934,288 - $949,792	17,421 New	17,421 $939,000

Others Institutions Holding SCHZ

# of Institutions

682

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Avidian Wealth Solutions, LLC Schwab Us Aggregate Bond ETF Transaction History