SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 1,395,650 Value ($000) $33,551 Avg Close — Range —
Q3 2025
Shares 1,379,041 Value ($000) $32,104 Avg Close — Range —
Q2 2025
Shares 1,392,588 Value ($000) $30,776 Avg Close — Range —
Q1 2025
Shares 1,393,363 Value ($000) $27,561 Avg Close — Range —
Q4 2024
Shares 1,380,794 Value ($000) $25,545 Avg Close — Range —
Q3 2024
Shares 661,381 Value ($000) $27,196 Avg Close — Range —
Q2 2024
Shares 640,640 Value ($000) $24,613 Avg Close — Range —
Q1 2024
Shares 524,623 Value ($000) $20,471 Avg Close — Range —
Q4 2023
Shares 434,846 Value ($000) $16,072 Avg Close — Range —
Q3 2023
Shares 273,642 Value ($000) $9,293 Avg Close — Range —
Q2 2023
Shares 257,916 Value ($000) $9,195 Avg Close — Range —
Q1 2023
Shares 7,759 Value ($000) $270 Avg Close — Range —
Q4 2022
Shares 7,619 Value ($000) $245 Avg Close — Range —
Q3 2022
Shares 7,641 Value ($000) $215 Avg Close — Range —
Q2 2022
Shares 21,601 Value ($000) $679 Avg Close — Range —
Q1 2022
Shares 21,603 Value ($000) $793 Avg Close — Range —
Q4 2021
Shares 24,181 Value ($000) $940 Avg Close — Range —