Avidian Wealth Enterprises, LLC SCHR Holdings History
Avidian Wealth Enterprises, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 1.90 Mil shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $47.23 Mil. This investment constitutes 2.1% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.45% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2019Q4. And since then Avidian Wealth Enterprises, LLC has made 15 purchases of SCHR, at an average price of $39.06, for a total of 2.30 Mil shares. In addition, there have been 7 sales at an average price of $35.65 for 398,589.00 shares. Based on historical transaction data and SCHR's current price of $24.67, Avidian Wealth Enterprises, LLC's estimated gain on his SCHR holdings is $-28.69 Mil, reflecting a -31.96% gain to date.
Avidian Wealth Enterprises, LLC SCHR ($24.67) Holding Chart
Avidian Wealth Enterprises, LLC SCHR ($24.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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