Avidian Wealth Solutions, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$40.96 - $45.17 $4,628 - $5,104	113 Added 0.97%	11,812 $530,000
Q3 2023 Oct 13, 2023	BUY	$42.12 - $44.19 $492,761 - $516,978	11,699 New	11,699 $493,000

Others Institutions Holding SCHI

# of Institutions

247

Shares Held

50.6M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.37M
Shares

$194 Million
3.89% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

$170 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

7.24M
Shares

$168 Million
0.38% of portfolio
Campbell Wealth Management

5.68M
Shares

$132 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.48M
Shares

$57.6 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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