SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 27,535 Value ($000) $828 Avg Close — Range —
Q3 2025
Shares 27,526 Value ($000) $816 Avg Close — Range —
Q2 2025
Shares 29,026 Value ($000) $814 Avg Close — Range —
Q1 2025
Shares 96,806 Value ($000) $2,536 Avg Close — Range —
Q4 2024
Shares 62,909 Value ($000) $1,743 Avg Close — Range —
Q3 2024
Shares 20,968 Value ($000) $1,742 Avg Close — Range —
Q2 2024
Shares 20,964 Value ($000) $1,632 Avg Close — Range —
Q1 2024
Shares 4,241 Value ($000) $345 Avg Close — Range —
Q4 2023
Shares 4,359 Value ($000) $328 Avg Close — Range —
Q3 2023
Shares 5,769 Value ($000) $390 Avg Close — Range —
Q2 2023
Shares 6,813 Value ($000) $484 Avg Close — Range —
Q1 2023
Shares 5,848 Value ($000) $397 Avg Close — Range —
Q4 2022
Shares 9,947 Value ($000) $653 Avg Close — Range —
Q3 2022
Shares 5,882 Value ($000) $356 Avg Close — Range —
Q2 2022
Shares 15,922 Value ($000) $999 Avg Close — Range —
Q1 2022
Shares 15,173 Value ($000) $1,151 Avg Close — Range —
Q4 2021
Shares 16,106 Value ($000) $1,295 Avg Close — Range —