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

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

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 49,784 shares of SCHB stock, worth $1.28 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,784

Previous 49,745 0.08%

Holding current value

$1.28 Million

Previous $1.07 Million 10.74%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$19.1 - $23.83 $744 - $929	39 Added 0.08%	49,784 $1.19 Million
Q1 2025 Apr 25, 2025	BUY	$21.23 - $23.75 $1,847 - $2,066	87 Added 0.18%	49,745 $1.07 Million
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

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

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