SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 88,120 Value ($000) $2,059 Avg Close — Range —
Q3 2025
Shares 109,314 Value ($000) $2,566 Avg Close — Range —
Q2 2025
Shares 89,656 Value ($000) $2,084 Avg Close — Range —
Q1 2025
Shares 89,127 Value ($000) $2,064 Avg Close — Range —
Q4 2024
Shares 94,283 Value ($000) $2,140 Avg Close — Range —
Q3 2024
Shares 46,839 Value ($000) $2,226 Avg Close — Range —
Q2 2024
Shares 46,701 Value ($000) $2,129 Avg Close — Range —
Q1 2024
Shares 54,169 Value ($000) $2,492 Avg Close — Range —
Q4 2023
Shares 57,520 Value ($000) $2,682 Avg Close — Range —
Q3 2023
Shares 78,392 Value ($000) $3,467 Avg Close — Range —
Q2 2023
Shares 58,111 Value ($000) $2,682 Avg Close — Range —
Q1 2023
Shares 55,111 Value ($000) $2,585 Avg Close — Range —
Q4 2022
Shares 41,722 Value ($000) $1,905 Avg Close — Range —
Q3 2022
Shares 37,357 Value ($000) $1,693 Avg Close — Range —
Q2 2022
Shares 59,175 Value ($000) $2,833 Avg Close — Range —
Q1 2022
Shares 41,537 Value ($000) $2,101 Avg Close — Range —
Q4 2021
Shares 17,421 Value ($000) $939 Avg Close — Range —