Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 146,742 shares of SCHD stock, worth $4.12 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

146,742

Previous 44,365 230.76%

Holding current value

$4.12 Million

Previous $3.75 Million 6.88%

% of portfolio

0.19%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $2.76 Million - $8.7 Million	102,377 Added 230.76%	146,742 $4.01 Million
Q3 2024 Oct 30, 2024	BUY	$77.02 - $85.06 $19,409 - $21,435	252 Added 0.57%	44,365 $3.75 Million
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $1.46 Million - $1.54 Million	19,259 Added 77.49%	44,113 $3.43 Million
Q1 2024 May 03, 2024	SELL	$75.25 - $80.63 $77,131 - $82,645	-1,025 Reduced 3.96%	24,854 $2 Million
Q4 2023 Feb 06, 2024	SELL	$66.9 - $76.32 $2.21 Million - $2.52 Million	-33,003 Reduced 56.05%	25,879 $1.97 Million
Q3 2023 Oct 13, 2023	BUY	$70.63 - $75.66 $144,297 - $154,573	2,043 Added 3.59%	58,882 $4.17 Million
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $419,023 - $447,854	6,057 Added 11.93%	56,839 $4.13 Million
Q1 2023 May 08, 2023	BUY	$70.28 - $78.03 $3.38 Million - $3.75 Million	48,108 Added 1799.1%	50,782 $3.72 Million
Q4 2022 Feb 06, 2023	BUY	$67.16 - $79.06 $179,585 - $211,406	2,674 New	2,674 $201,000
Q2 2022 Jul 29, 2022	SELL	$70.31 - $80.24 $4,007 - $4,573	-57 Reduced 1.51%	3,721 $267,000
Q1 2022 May 10, 2022	SELL	$75.14 - $81.94 $5,560 - $6,063	-74 Reduced 1.92%	3,778 $298,000
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $288,630 - $311,472	3,852 New	3,852 $311,000

Others Institutions Holding SCHD

# of Institutions

1,940

Shares Held

824M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

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 Dividen Transaction History