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

Avidian Wealth Solutions, LLC

$2.51 Billion
Q3 2025

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 109,314 shares of SCHZ stock, worth $2.56 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

109,314

Previous 89,656 21.93%

Holding current value

$2.56 Million

Previous $2.08 Million 23.14%

% of portfolio

0.1%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$22.9 - $23.58 $450,168 - $463,535	19,658 Added 21.93%	109,314 $2.57 Million
Q2 2025 Jul 30, 2025	BUY	$22.68 - $23.28 $11,997 - $12,315	529 Added 0.59%	89,656 $2.08 Million
Q1 2025 Apr 25, 2025	SELL	$22.46 - $23.26 $115,803 - $119,928	-5,156 Reduced 5.47%	89,127 $2.06 Million
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

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

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