Avidian Wealth Solutions, LLC Schwab Strategic Tr Intl Divid Transaction History
Avidian Wealth Solutions, LLC
- $2.37 Billion
- Q2 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 38,089 shares of SCHY stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
38,089
Previous 36,846
3.37%
Holding current value
$1.03 Million
Previous $935,000
11.34%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding SCHY
# of Institutions
140Shares Held
11MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$86 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN658KShares$17.8 Million2.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.1 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13 Million0.03% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$10.2 Million0.06% of portfolio