SCHWAB STRATEGIC TR

Ticker: SCHY CUSIP: 808524672 Class: INTERNL DIVID

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

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

Q4 2025
Shares 38,089 Value ($000) $1,136 Avg Close — Range —
Q3 2025
Shares 38,089 Value ($000) $1,064 Avg Close — Range —
Q2 2025
Shares 38,089 Value ($000) $1,042 Avg Close — Range —
Q1 2025
Shares 36,846 Value ($000) $935 Avg Close — Range —
Q4 2024
Shares 35,438 Value ($000) $819 Avg Close — Range —
Q3 2024
Shares 32,916 Value ($000) $861 Avg Close — Range —
Q2 2024
Shares 30,732 Value ($000) $724 Avg Close — Range —
Q1 2024
Shares 29,106 Value ($000) $706 Avg Close — Range —
Q4 2023
Shares 27,047 Value ($000) $665 Avg Close — Range —
Q3 2023
Shares 33,767 Value ($000) $777 Avg Close — Range —