SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 422,207 Value ($000) $11,362 Avg Close — Range —
Q3 2025
Shares 425,277 Value ($000) $11,202 Avg Close — Range —
Q2 2025
Shares 426,335 Value ($000) $10,420 Avg Close — Range —
Q1 2025
Shares 401,128 Value ($000) $8,857 Avg Close — Range —
Q4 2024
Shares 410,753 Value ($000) $9,521 Avg Close — Range —
Q3 2024
Shares 137,894 Value ($000) $9,356 Avg Close — Range —
Q2 2024
Shares 138,191 Value ($000) $8,879 Avg Close — Range —
Q1 2023
Shares 6,321 Value ($000) $306 Avg Close — Range —
Q4 2022
Shares 428,151 Value ($000) $19,331 Avg Close — Range —
Q2 2022
Shares 12,224 Value ($000) $546 Avg Close — Range —