AWE
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Avidian Wealth Enterprises’s Schwab US Broad Market ETF SCHB Stock Holding History

Avidian Wealth Enterprises’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$709K Buy
28,236
+114
+0.4% +$2.99K 0.02% 362
2025
Q4 		$738K Buy
28,122
+36
+0.1% +$937 0.03% 286
2025
Q3 		$722K Sell
28,086
-21,698
-44% -$537K 0.03% 284
2025
Q2 		$1.19M Buy
49,784
+39
+0.1% +$859 0.05% 186
2025
Q1 		$1.07M Buy
49,745
+87
+0.2% +$1.98K 0.05% 187
2024
Q4 		$1.13M Buy
49,658
+146
+0.3% +$3.33K 0.05% 169
2024
Q3 		$1.1M Buy
49,512
+258
+0.5% +$5.51K 0.05% 174
2024
Q2 		$1.03M Buy
49,254
+474
+1% +$9.6K 0.05% 182
2024
Q1 		$993K Buy
48,780
+126
+0.3% +$2.44K 0.05% 163
2023
Q4 		$903K Buy
48,654
+171
+0.4% +$2.95K 0.06% 177
2023
Q3 		$806K Buy
48,483
+153
+0.3% +$2.65K 0.06% 191
2023
Q2 		$833K Sell
48,330
-3,387
-7% -$55.2K 0.05% 206
2023
Q1 		$825K Buy
+51,717
New +$809K 0.05% 227
2014
Q1 		– Sell
-50,424
Closed -$360K – 22
2013
Q4 		$360K Buy
+50,424
New +$363K 0.33% 20

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