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 $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

38,089

Previous 36,846 3.37%

Holding current value

$1.07 Million

Previous $935,000 11.34%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$23.14 - $27.82 $28,763 - $34,580	1,243 Added 3.37%	38,089 $1.04 Million
Q1 2025 Apr 25, 2025	BUY	$22.91 - $25.71 $32,257 - $36,199	1,408 Added 3.97%	36,846 $935,000
Q4 2024 Jan 29, 2025	BUY	$23.01 - $26.06 $58,031 - $65,723	2,522 Added 7.66%	35,438 $819,000
Q3 2024 Oct 30, 2024	BUY	$23.66 - $26.53 $51,673 - $57,941	2,184 Added 7.11%	32,916 $861,000
Q2 2024 Aug 06, 2024	BUY	$23.23 - $24.96 $37,771 - $40,584	1,626 Added 5.59%	30,732 $724,000
Q1 2024 May 03, 2024	BUY	$23.78 - $24.68 $48,963 - $50,816	2,059 Added 7.61%	29,106 $706,000
Q4 2023 Feb 06, 2024	SELL	$22.12 - $24.59 $148,646 - $165,244	-6,720 Reduced 19.9%	27,047 $665,000
Q3 2023 Oct 13, 2023	BUY	$22.9 - $24.85 $773,264 - $839,109	33,767 New	33,767 $776,000

Others Institutions Holding SCHY

# of Institutions

138

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL DIVID

Ticker SCHY
Sector ETFs
Industry ETFs

More about SCHY

Track This Portfolio

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.

Account

Avidian Wealth Solutions, LLC Schwab Strategic Tr Intl Divid Transaction History