Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 70,830 shares of SCHG stock, worth $2.02 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

70,830

Previous 17,710 299.94%

Holding current value

$2.02 Million

Previous $1.85 Million 6.99%

% of portfolio

0.09%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.93 - $105.3 $1.38 Million - $5.59 Million	53,120 Added 299.94%	70,830 $1.97 Million
Q3 2024 Oct 30, 2024	BUY	$92.63 - $105.69 $24,361 - $27,796	263 Added 1.51%	17,710 $1.85 Million
Q2 2024 Aug 06, 2024	BUY	$87.04 - $101.61 $1.52 Million - $1.77 Million	17,447 New	17,447 $1.76 Million
Q1 2023 May 08, 2023	SELL	$54.19 - $65.17 $2,113 - $2,541	-39 Reduced 0.57%	6,811 $443,000
Q4 2022 Feb 06, 2023	BUY	$54.31 - $60.76 $706 - $789	13 Added 0.19%	6,850 $380,000
Q3 2022 Nov 03, 2022	BUY	$55.81 - $69.25 $2,176 - $2,700	39 Added 0.57%	6,837 $382,000
Q2 2022 Jul 29, 2022	SELL	$55.73 - $76.55 $55 - $76	-1 Reduced 0.01%	6,798 $394,000
Q1 2022 May 10, 2022	BUY	$65.63 - $82.62 $190,327 - $239,598	2,900 Added 74.38%	6,799 $509,000
Q3 2020 Feb 03, 2021	BUY	$51.42 - $61.56 $200,486 - $240,022	3,899 New	3,899 $449,000
Q3 2020 Nov 06, 2020	SELL	$51.42 - $61.56 $1.01 Million - $1.2 Million	-19,550 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$37.99 - $51.32 $427,159 - $577,042	11,244 Added 135.37%	19,550 $1.99 Million
Q1 2020 Apr 22, 2020	BUY	$34.6 - $51.17 $124,802 - $184,570	3,607 Added 76.76%	8,306 $662,000
Q1 2018 May 15, 2018	SELL	N/A	-1,305 Reduced 21.74%	4,699 $337,000
Q4 2017 Feb 14, 2018	BUY	N/A	6,004	6,004 $425,000

Others Institutions Holding SCHG

# of Institutions

1,363

Shares Held

1.88B

Call Options Held

140K

Put Options Held

96.3K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History