Avidian Wealth Solutions, LLC Schwab Us Aggregate Bond ETF Transaction History

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 54,169 shares of SCHZ stock, worth $2.48 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
54,169
Previous 57,520 5.83%
Holding current value
$2.48 Million
Previous $2.68 Million 7.09%
% of portfolio
0.13%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$45.44 - $46.67 $152,269 - $156,391
-3,351 Reduced 5.83%
54,169 $2.49 Million
Q4 2023

Feb 06, 2024
SELL
$43.09 - $46.83 $899,374 - $977,435
-20,872 Reduced 26.63%
57,520 $2.68 Million
Q3 2023

Oct 13, 2023
BUY
$44.14 - $46.33 $895,203 - $939,618
20,281 Added 34.9%
78,392 $3.47 Million
Q2 2023

Aug 03, 2023
BUY
$45.86 - $47.33 $137,580 - $141,990
3,000 Added 5.44%
58,111 $2.68 Million
Q1 2023

May 08, 2023
BUY
$45.33 - $47.44 $606,923 - $635,174
13,389 Added 32.09%
55,111 $2.59 Million
Q4 2022

Feb 06, 2023
BUY
$44.31 - $47.03 $193,413 - $205,285
4,365 Added 11.68%
41,722 $1.9 Million
Q3 2022

Nov 03, 2022
SELL
N/A
-21,818 Reduced 36.87%
37,357 $1.69 Million
Q2 2022

Jul 29, 2022
BUY
N/A
17,638 Added 42.46%
59,175 $2.83 Million
Q1 2022

May 10, 2022
BUY
N/A
24,116 Added 138.43%
41,537 $2.1 Million
Q4 2021

Feb 14, 2022
BUY
N/A
17,421 New
17,421 $939,000

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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