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 $2.82 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
96,806
Previous 62,909
53.88%
Holding current value
$2.82 Million
Previous $1.74 Million
45.5%
% of portfolio
0.12%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding SCHM
# of Institutions
1,019Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$842 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$292 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$258 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$239 Million0.18% of portfolio