Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 426,335 shares of SCHX stock, worth $11.2 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

426,335

Previous 401,128 6.28%

Holding current value

$11.2 Million

Previous $8.86 Million 17.65%

% of portfolio

0.44%

Previous 0.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$19.6 - $24.44 $494,057 - $616,059	25,207 Added 6.28%	426,335 $10.4 Million
Q1 2025 Apr 25, 2025	SELL	$21.75 - $24.28 $209,343 - $233,695	-9,625 Reduced 2.34%	401,128 $8.86 Million
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $6.11 Million - $18.6 Million	272,859 Added 197.88%	410,753 $9.52 Million
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $18,149 - $20,151	-297 Reduced 0.21%	137,894 $9.36 Million
Q2 2024 Aug 06, 2024	BUY	$58.7 - $64.78 $8.11 Million - $8.95 Million	138,191 New	138,191 $8.88 Million
Q1 2023 May 08, 2023	SELL	$44.78 - $49.41 $18.9 Million - $20.8 Million	-421,830 Reduced 98.52%	6,321 $305,000
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $18.1 Million - $20.6 Million	428,151 New	428,151 $19.3 Million
Q2 2022 Jul 29, 2022	BUY	$43.35 - $54.51 $529,910 - $666,330	12,224 New	12,224 $546,000

Others Institutions Holding SCHX

# of Institutions

1,565

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Avidian Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History