SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q4 2025
Shares 95,367 Value ($000) $2,595 Avg Close — Range —
Q3 2025
Shares 187,585 Value ($000) $4,933 Avg Close — Range —
Q2 2025
Shares 186,558 Value ($000) $4,578 Avg Close — Range —
Q1 2025
Shares 206,337 Value ($000) $4,872 Avg Close — Range —
Q4 2024
Shares 205,318 Value ($000) $4,862 Avg Close — Range —
Q3 2024
Shares 66,917 Value ($000) $4,802 Avg Close — Range —
Q2 2024
Shares 66,758 Value ($000) $4,471 Avg Close — Range —
Q1 2024
Shares 62,926 Value ($000) $4,241 Avg Close — Range —
Q4 2023
Shares 60,712 Value ($000) $3,760 Avg Close — Range —
Q3 2023
Shares 59,265 Value ($000) $3,317 Avg Close — Range —
Q2 2023
Shares 57,105 Value ($000) $3,288 Avg Close — Range —
Q1 2023
Shares 52,061 Value ($000) $2,859 Avg Close — Range —
Q4 2022
Shares 48,071 Value ($000) $2,569 Avg Close — Range —
Q3 2022
Shares 47,852 Value ($000) $2,285 Avg Close — Range —
Q2 2022
Shares 51,919 Value ($000) $2,643 Avg Close — Range —
Q1 2022
Shares 52,726 Value ($000) $3,084 Avg Close — Range —
Q4 2021
Shares 55,125 Value ($000) $3,231 Avg Close — Range —