SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 2,174,011 Value ($000) $54,524 Avg Close — Range —
Q3 2025
Shares 2,051,937 Value ($000) $51,565 Avg Close — Range —
Q2 2025
Shares 1,974,812 Value ($000) $49,430 Avg Close — Range —
Q1 2025
Shares 1,899,775 Value ($000) $47,228 Avg Close — Range —
Q4 2024
Shares 2,128,548 Value ($000) $51,702 Avg Close — Range —
Q3 2024
Shares 1,015,744 Value ($000) $51,397 Avg Close — Range —
Q2 2024
Shares 994,959 Value ($000) $48,524 Avg Close — Range —
Q1 2024
Shares 956,875 Value ($000) $46,935 Avg Close — Range —
Q4 2023
Shares 492,698 Value ($000) $24,497 Avg Close — Range —
Q3 2023
Shares 459,340 Value ($000) $22,021 Avg Close — Range —
Q2 2023
Shares 343,821 Value ($000) $16,943 Avg Close — Range —
Q1 2023
Shares 404,005 Value ($000) $20,374 Avg Close — Range —
Q4 2022
Shares 451,093 Value ($000) $22,207 Avg Close — Range —
Q3 2022
Shares 482,022 Value ($000) $23,687 Avg Close — Range —
Q2 2022
Shares 468,918 Value ($000) $24,196 Avg Close — Range —
Q1 2022
Shares 473,036 Value ($000) $25,189 Avg Close — Range —
Q4 2021
Shares 400,743 Value ($000) $22,498 Avg Close — Range —
Q3 2021
Shares 425,042 Value ($000) $24,104 Avg Close — Range —
Q2 2021
Shares 418,696 Value ($000) $23,811 Avg Close — Range —
Q1 2021
Shares 421,894 Value ($000) $23,799 Avg Close — Range —
Q4 2020
Shares 397,564 Value ($000) $23,146 Avg Close — Range —
Q3 2020
Shares 255,532 Value ($000) $14,995 Avg Close — Range —
Q2 2020
Shares 102,069 Value ($000) $6,000 Avg Close — Range —
Q1 2020
Shares 21,959 Value ($000) $1,291 Avg Close — Range —
Q4 2019
Shares 4,066 Value ($000) $223 Avg Close — Range —