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

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 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 17,710 shares of SCHG stock, worth $485,254. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,710
Previous 17,447 1.51%
Holding current value
$485,254
Previous $1.76 Million 4.89%
% of portfolio
0.09%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,310
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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