SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

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

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

Q4 2025
Shares 26,165 Value ($000) $1,183 Avg Close Range
Q3 2025
Shares 26,687 Value ($000) $1,146 Avg Close Range
Q2 2025
Shares 57,698 Value ($000) $2,309 Avg Close Range
Q1 2025
Shares 65,817 Value ($000) $2,379 Avg Close Range
Q4 2024
Shares 64,210 Value ($000) $2,132 Avg Close Range
Q3 2024
Shares 61,981 Value ($000) $2,316 Avg Close Range
Q2 2024
Shares 61,323 Value ($000) $2,148 Avg Close Range
Q1 2024
Shares 56,659 Value ($000) $2,018 Avg Close Range
Q4 2023
Shares 53,707 Value ($000) $1,812 Avg Close Range
Q3 2023
Shares 50,007 Value ($000) $1,584 Avg Close Range
Q2 2023
Shares 44,102 Value ($000) $1,424 Avg Close Range
Q1 2023
Shares 28,637 Value ($000) $895 Avg Close Range