Avidian Wealth Enterprises, LLC's ownership history for SCHW

Avidian Wealth Enterprises, LLC currently holds 16.8K shares with a market value of $1.6M. It started holding SCHW on 2024-09-30. At its peak, it held 16.8K shares on 2026-03-31. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $323.2K on 2024-09-30. In the recent 180 days, Avidian Wealth Enterprises, LLC has increased its shares by 10.8K. In the recent year, Avidian Wealth Enterprises, LLC has increased its shares by 11.4K.