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

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

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 20,968 shares of SCHM stock, worth $624,636. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,968
Previous 20,964 0.02%
Holding current value
$624,636
Previous $1.63 Million 6.81%
% of portfolio
0.08%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
948
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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