Avidian Wealth Enterprises, LLC's ownership history for SCHB

Avidian Wealth Enterprises, LLC currently holds 28.1K shares with a market value of $737.6K. It started holding SCHB on 2024-09-30. At its peak, it held 49.8K shares on 2025-06-30. Its highest holding value was $1.2M on 2025-06-30. At its lowest, it held 16.5K shares on 2024-09-30, with a value of $722.1K on 2025-09-30. In the recent 180 days, Avidian Wealth Enterprises, LLC has decreased its shares by 21.7K. In the recent year, Avidian Wealth Enterprises, LLC has decreased its shares by 21.5K.