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

Avidian Wealth Solutions, LLC

  • $2.33 Billion
  • Q2 2024

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 16,418 shares of SCHB stock, worth $1.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,418
Previous 16,260 0.97%
Holding current value
$1.09 Million
Previous $992,000 4.03%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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