Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 7,261 shares of SCHE stock, worth $239,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,261
Previous 7,703 5.74%
Holding current value
$239,540
Previous $212,000 2.83%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$24.38 - $30.18 $10,775 - $13,339
-442 Reduced 5.74%
7,261 $218,000
Q4 2024

Jan 29, 2025
SELL
$26.63 - $30.23 $47,561 - $53,990
-1,786 Reduced 18.82%
7,703 $205,000
Q3 2024

Oct 30, 2024
BUY
$25.45 - $29.53 $5,293 - $6,142
208 Added 2.24%
9,489 $276,000
Q2 2024

Aug 06, 2024
BUY
$24.67 - $27.2 $228,962 - $252,443
9,281 New
9,281 $246,000
Q2 2022

Jul 29, 2022
SELL
$24.51 - $28.87 $8,970 - $10,566
-366 Reduced 3.34%
10,580 $269,000
Q1 2022

May 10, 2022
SELL
$25.61 - $30.82 $16,441 - $19,786
-642 Reduced 5.54%
10,946 $304,000
Q4 2021

Feb 14, 2022
BUY
$28.68 - $31.96 $332,343 - $370,352
11,588 New
11,588 $343,000
Q2 2021

Aug 09, 2021
SELL
$31.06 - $33.61 $244,783 - $264,880
-7,881 Closed
0 $0
Q1 2021

May 05, 2021
SELL
$30.78 - $34.63 $34,319 - $38,612
-1,115 Reduced 12.39%
7,881 $250,000
Q4 2020

Feb 09, 2021
SELL
$26.72 - $30.68 $1,202 - $1,380
-45 Reduced 0.5%
8,996 $276,000
Q3 2020

Feb 03, 2021
BUY
$24.69 - $27.71 $223,222 - $250,526
9,041 New
9,041 $242,000
Q3 2020

Nov 06, 2020
SELL
$24.69 - $27.71 $236,801 - $265,766
-9,591 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$19.87 - $25.05 $5,702 - $7,189
-287 Reduced 2.91%
9,591 $234,000
Q1 2020

Apr 22, 2020
BUY
$18.68 - $28.22 $1,569 - $2,370
84 Added 0.86%
9,878 $204,000
Q4 2019

Feb 13, 2020
SELL
$24.83 - $27.51 $10,875 - $12,049
-438 Reduced 4.28%
9,794 $268,000
Q3 2019

Nov 14, 2019
BUY
$25.08 - $25.94 $15,649 - $16,186
624 Added 6.49%
10,232 $257,000
Q2 2019

Aug 14, 2019
SELL
N/A
-3,551 Reduced 26.99%
9,608 $252,000
Q1 2019

May 15, 2019
BUY
N/A
13,159 New
13,159 $342,000

Others Institutions Holding SCHE

# of Institutions
870
Shares Held
151M
Call Options Held
27.8K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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