Avidian Wealth Solutions, LLC Schwab Strategic Us Tips ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 6,735 shares of SCHP stock, worth $173,763. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,735
Previous 7,397 8.95%
Holding current value
$173,763
Previous $384,000 5.99%
% of portfolio
0.02%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$51.58 - $53.79 $34,145 - $35,608
-662 Reduced 8.95%
6,735 $361,000
Q2 2024

Aug 06, 2024
BUY
$51.1 - $52.24 $40,726 - $41,635
797 Added 12.08%
7,397 $384,000
Q1 2024

May 03, 2024
SELL
$51.32 - $52.45 $10.5 Million - $10.8 Million
-205,558 Reduced 96.89%
6,600 $344,000
Q4 2023

Feb 06, 2024
BUY
$49.69 - $52.46 $606,516 - $640,326
12,206 Added 6.1%
212,158 $11.1 Million
Q3 2023

Oct 13, 2023
BUY
$50.37 - $52.48 $1.07 Million - $1.11 Million
21,148 Added 11.83%
199,952 $10.1 Million
Q2 2023

Aug 03, 2023
SELL
$52.18 - $54.02 $1.2 Million - $1.24 Million
-22,986 Reduced 11.39%
178,804 $9.37 Million
Q1 2023

May 08, 2023
BUY
$51.68 - $53.62 $4.32 Million - $4.49 Million
83,661 Added 70.82%
201,790 $10.8 Million
Q4 2022

Feb 06, 2023
SELL
$51.47 - $53.83 $1.81 Million - $1.89 Million
-35,183 Reduced 22.95%
118,129 $6.12 Million
Q3 2022

Nov 03, 2022
BUY
$51.8 - $57.88 $365,034 - $407,880
7,047 Added 4.82%
153,312 $7.94 Million
Q2 2022

Jul 29, 2022
SELL
$55.59 - $60.15 $1.12 Million - $1.22 Million
-20,236 Reduced 12.15%
146,265 $8.16 Million
Q1 2022

May 10, 2022
SELL
$59.94 - $62.99 $334,824 - $351,862
-5,586 Reduced 3.25%
166,501 $10.1 Million
Q4 2021

Feb 14, 2022
BUY
$62.25 - $63.89 $775,572 - $796,005
12,459 Added 7.81%
172,087 $10.8 Million
Q3 2021

Nov 10, 2021
BUY
$62.25 - $63.89 $346,421 - $355,547
5,565 Added 3.61%
159,628 $9.99 Million
Q2 2021

Aug 09, 2021
BUY
$61.03 - $62.53 $6,652 - $6,815
109 Added 0.07%
154,063 $9.63 Million
Q1 2021

May 05, 2021
BUY
$60.52 - $62.31 $1.75 Million - $1.8 Million
28,957 Added 23.17%
153,954 $9.42 Million
Q4 2020

Feb 09, 2021
BUY
$60.73 - $62.08 $2.74 Million - $2.8 Million
45,133 Added 56.51%
124,997 $7.76 Million
Q3 2020

Feb 03, 2021
BUY
$60.05 - $61.93 $4.8 Million - $4.95 Million
79,864 New
79,864 $4.92 Million
Q3 2020

Nov 06, 2020
SELL
$60.05 - $61.93 $2.44 Million - $2.51 Million
-40,595 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$57.69 - $60.12 $1.4 Million - $1.46 Million
24,279 Added 148.8%
40,595 $2.44 Million
Q1 2020

Apr 22, 2020
BUY
$53.09 - $59.55 $866,216 - $971,617
16,316 New
16,316 $938,000
Q3 2018

Nov 14, 2018
SELL
N/A
-4,461 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-1,073 Reduced 19.39%
4,461 $245,000
Q1 2018

May 15, 2018
SELL
N/A
-4,720 Reduced 46.03%
5,534 $304,000
Q4 2017

Feb 14, 2018
BUY
N/A
417 Added 4.24%
10,254 $568,000
Q3 2017

Nov 14, 2017
SELL
N/A
-458,961 Reduced 97.9%
9,837 $544,000
Q2 2017

Aug 14, 2017
BUY
N/A
468,798
468,798 $25.8 Million

Others Institutions Holding SCHP

# of Institutions
685
Shares Held
155M
Call Options Held
60.2K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email