SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 170,364 Value ($000) $4,673 Avg Close — Range —
Q3 2025
Shares 176,428 Value ($000) $4,816 Avg Close — Range —
Q2 2025
Shares 175,635 Value ($000) $4,654 Avg Close — Range —
Q1 2025
Shares 146,328 Value ($000) $4,091 Avg Close — Range —
Q4 2024
Shares 146,742 Value ($000) $4,009 Avg Close — Range —
Q3 2024
Shares 44,365 Value ($000) $3,750 Avg Close — Range —
Q2 2024
Shares 44,113 Value ($000) $3,430 Avg Close — Range —
Q1 2024
Shares 24,854 Value ($000) $2,004 Avg Close — Range —
Q4 2023
Shares 25,879 Value ($000) $1,970 Avg Close — Range —
Q3 2023
Shares 58,882 Value ($000) $4,166 Avg Close — Range —
Q2 2023
Shares 56,839 Value ($000) $4,128 Avg Close — Range —
Q1 2023
Shares 50,782 Value ($000) $3,715 Avg Close — Range —
Q4 2022
Shares 2,674 Value ($000) $202 Avg Close — Range —
Q2 2022
Shares 3,721 Value ($000) $267 Avg Close — Range —
Q1 2022
Shares 3,778 Value ($000) $298 Avg Close — Range —
Q4 2021
Shares 3,852 Value ($000) $311 Avg Close — Range —