Avidian Wealth Solutions, LLC Schwab Strategic U.S. Mid Cap 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. Mid Cap stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 96,806 shares of SCHM stock, worth $2.47 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

96,806

Previous 62,909 53.88%

Holding current value

$2.47 Million

Previous $1.74 Million 45.5%

% of portfolio

0.12%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$25.58 - $29.24 $867,085 - $991,148	33,897 Added 53.88%	96,806 $2.54 Million
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $1.16 Million - $3.48 Million	41,941 Added 200.02%	62,909 $1.74 Million
Q3 2024 Oct 30, 2024	BUY	$75.47 - $83.18 $301 - $332	4 Added 0.02%	20,968 $1.74 Million
Q2 2024 Aug 06, 2024	BUY	$75.69 - $81.19 $1.27 Million - $1.36 Million	16,723 Added 394.32%	20,964 $1.63 Million
Q1 2024 May 03, 2024	SELL	$72.89 - $81.43 $8,601 - $9,608	-118 Reduced 2.71%	4,241 $345,000
Q4 2023 Feb 06, 2024	SELL	$63.01 - $75.95 $88,844 - $107,089	-1,410 Reduced 24.44%	4,359 $328,000
Q3 2023 Oct 13, 2023	SELL	$66.75 - $73.98 $69,687 - $77,235	-1,044 Reduced 15.32%	5,769 $390,000
Q2 2023 Aug 03, 2023	BUY	$65.29 - $71.03 $63,004 - $68,543	965 Added 16.5%	6,813 $483,000
Q1 2023 May 08, 2023	SELL	$64.24 - $73.9 $263,319 - $302,916	-4,099 Reduced 41.21%	5,848 $396,000
Q4 2022 Feb 06, 2023	BUY	$61.05 - $69.94 $248,168 - $284,306	4,065 Added 69.11%	9,947 $652,000
Q3 2022 Nov 03, 2022	SELL	$60.5 - $72.51 $607,420 - $728,000	-10,040 Reduced 63.06%	5,882 $356,000
Q2 2022 Jul 29, 2022	BUY	$60.91 - $76.4 $45,621 - $57,223	749 Added 4.94%	15,922 $999,000
Q1 2022 May 10, 2022	SELL	$70.66 - $80.89 $65,925 - $75,470	-933 Reduced 5.79%	15,173 $1.15 Million
Q4 2021 Feb 14, 2022	BUY	$76.01 - $83.39 $1.22 Million - $1.34 Million	16,106 New	16,106 $1.3 Million

Others Institutions Holding SCHM

# of Institutions

1,000

Shares Held

284M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Avidian Wealth Solutions, LLC Schwab Strategic U.S. Mid Cap Transaction History