SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 78,138 Value ($000) $2,225 Avg Close — Range —
Q3 2025
Shares 78,049 Value ($000) $2,178 Avg Close — Range —
Q2 2025
Shares 77,734 Value ($000) $1,967 Avg Close — Range —
Q1 2025
Shares 221,143 Value ($000) $5,181 Avg Close — Range —
Q4 2024
Shares 239,781 Value ($000) $6,201 Avg Close — Range —
Q3 2024
Shares 120,359 Value ($000) $6,198 Avg Close — Range —
Q2 2024
Shares 85,848 Value ($000) $4,073 Avg Close — Range —
Q1 2024
Shares 9,667 Value ($000) $476 Avg Close — Range —
Q4 2023
Shares 9,817 Value ($000) $464 Avg Close — Range —
Q3 2023
Shares 12,008 Value ($000) $497 Avg Close — Range —
Q2 2023
Shares 13,578 Value ($000) $595 Avg Close — Range —
Q1 2023
Shares 12,120 Value ($000) $508 Avg Close — Range —
Q4 2022
Shares 12,123 Value ($000) $491 Avg Close — Range —
Q3 2022
Shares 12,412 Value ($000) $469 Avg Close — Range —
Q2 2022
Shares 26,159 Value ($000) $1,020 Avg Close — Range —
Q1 2022
Shares 42,605 Value ($000) $2,018 Avg Close — Range —
Q4 2021
Shares 19,246 Value ($000) $1,971 Avg Close — Range —
Q1 2021
Shares 39,433 Value ($000) $3,930 Avg Close — Range —
Q4 2020
Shares 37,506 Value ($000) $3,338 Avg Close — Range —