Avidian Wealth Solutions, LLC Schwab Strategic U.S. Reit ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 10,741 shares of SCHH stock, worth $228,783. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,741
Previous 10,697 0.41%
Holding current value
$228,783
Previous $225,000 2.67%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$20.2 - $22.24 $888 - $978
44 Added 0.41%
10,741 $231,000
Q4 2024

Jan 29, 2025
SELL
$20.55 - $23.26 $11,980 - $13,560
-583 Reduced 5.17%
10,697 $225,000
Q3 2024

Oct 30, 2024
BUY
$19.78 - $23.53 $22,450 - $26,706
1,135 Added 11.19%
11,280 $261,000
Q2 2024

Aug 06, 2024
BUY
$18.53 - $20.2 $187,986 - $204,929
10,145 New
10,145 $202,000

Others Institutions Holding SCHH

# of Institutions
556
Shares Held
177M
Call Options Held
18.2K
Put Options Held
7.5K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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