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

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025

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 109,314 shares of SCHZ stock, worth $2.56 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
109,314
Previous 89,656 21.93%
Holding current value
$2.56 Million
Previous $2.08 Million 23.14%
% of portfolio
0.1%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$22.9 - $23.58 $450,168 - $463,535
19,658 Added 21.93%
109,314 $2.57 Million
Q2 2025

Jul 30, 2025
BUY
$22.68 - $23.28 $11,997 - $12,315
529 Added 0.59%
89,656 $2.08 Million
Q1 2025

Apr 25, 2025
SELL
$22.46 - $23.26 $115,803 - $119,928
-5,156 Reduced 5.47%
89,127 $2.06 Million
Q4 2024

Jan 29, 2025
BUY
$22.63 - $47.53 $1.07 Million - $2.26 Million
47,444 Added 101.29%
94,283 $2.14 Million
Q3 2024

Oct 30, 2024
BUY
$45.2 - $47.87 $6,237 - $6,606
138 Added 0.3%
46,839 $2.23 Million
Q2 2024

Aug 06, 2024
SELL
$44.66 - $45.99 $333,520 - $343,453
-7,468 Reduced 13.79%
46,701 $2.13 Million
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
$44.04 - $47.03 $192,234 - $205,285
4,365 Added 11.68%
41,722 $1.9 Million
Q3 2022

Nov 03, 2022
SELL
$44.98 - $49.09 $981,373 - $1.07 Million
-21,818 Reduced 36.87%
37,357 $1.69 Million
Q2 2022

Jul 29, 2022
BUY
$46.62 - $50.36 $822,283 - $888,249
17,638 Added 42.46%
59,175 $2.83 Million
Q1 2022

May 10, 2022
BUY
$50.05 - $53.52 $1.21 Million - $1.29 Million
24,116 Added 138.43%
41,537 $2.1 Million
Q4 2021

Feb 14, 2022
BUY
$53.63 - $54.52 $934,288 - $949,792
17,421 New
17,421 $939,000

About SCHWAB US AGGREGATE BOND ETF

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