Avidian Wealth Enterprises’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Avidian Wealth Enterprises’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5M	Buy	637,834 +45,813	+8%	+$1.12M	0.49%	34
2025 Q4	$14.4M	Buy	592,021 +14,200	+2%	+$346K	0.53%	35
2025 Q3	$14.1M	Buy	577,821 +14,463	+3%	+$352K	0.53%	33
2025 Q2	$13.7M	Buy	563,358 +18,913	+3%	+$460K	0.56%	35
2025 Q1	$13.3M	Buy	544,445 +146,760	+37%	+$3.55M	0.59%	38
2024 Q4	$9.57M	Buy	397,685 +20,995	+6%	+$508K	0.43%	40
2024 Q3	$9.23M	Buy	376,690 +5,646	+2%	+$137K	0.42%	41
2024 Q2	$8.93M	Buy	371,044 +4,784	+1%	+$115K	0.37%	40
2024 Q1	$8.83M	Sell	366,260 -429,364	-54%	-$10.4M	0.43%	41
2023 Q4	$19.3M	Buy	795,624 +78,920	+11%	+$1.9M	1.19%	16
2023 Q3	$17.2M	Buy	716,704 +33,440	+5%	+$802K	1.21%	15
2023 Q2	$16.4M	Buy	683,264 +40,822	+6%	+$990K	1.08%	18
2023 Q1	$15.7M	Buy	642,442 +532,370	+484%	+$12.9M	0.86%	27
2022 Q4	$2.65M	Sell	110,072 -11,596	-10%	-$280K	0.17%	102
2022 Q3	$2.94M	Sell	121,668 -552,334	-82%	-$13.5M	0.21%	75
2022 Q2	$16.6M	Sell	674,002 -23,218	-3%	-$572K	1.17%	17
2022 Q1	$17.3M	Sell	697,220 -171,704	-20%	-$4.31M	1.06%	20
2021 Q4	$22.1M	Sell	868,924 -44,268	-5%	-$1.13M	1.38%	14
2021 Q3	$23.4M	Sell	913,192 -18,060	-2%	-$463K	1.78%	13
2021 Q2	$23.8M	Sell	931,252 -30,032	-3%	-$770K	1.83%	11
2021 Q1	$24.7M	Buy	961,284 +43,240	+5%	+$1.11M	2.1%	10
2020 Q4	$23.6M	Buy	918,044 +380,326	+71%	+$9.78M	2.24%	8
2020 Q3	$13.8M	Buy	537,718 +327,788	+156%	+$8.45M	1.57%	12
2020 Q2	$5.42M	Buy	209,930 +142,002	+209%	+$3.67M	0.73%	33
2020 Q1	$1.76M	Buy	67,928 +59,916	+748%	+$1.53M	0.28%	46
2019 Q4	$202K	Buy	+8,012	New	+$202K	0.03%	220
2018 Q2	–	Sell	-91,098	Closed	-$227K	–	114
2018 Q1	$227K	Sell	91,098 -42,802	-32%	-$1.07M	0.08%	87
2017 Q4	$3.35K	Buy	133,900 +115,042	+610%	+$2.89M	0.9%	16
2017 Q3	$475K	Buy	+18,858	New	+$476K	0.18%	44

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avidian Wealth Enterprises's SCHO Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.7% in Q1 2026, buying an estimated $1.12M and bringing the position to 637,834 shares worth $15.5M. The position accounts for 0.49% of the portfolio, ranked #34.

Avidian Wealth Enterprises first reported a position in SCHO in Q3 2017 and has held it in 29 quarters since. The position peaked at $24.7M in Q1 2021. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Avidian Wealth Enterprises held 637,834 shares of Schwab Short-Term US Treasury ETF worth $15.5M as of Q1 2026.
Avidian Wealth Enterprises bought 45,813 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.12M.
Schwab Short-Term US Treasury ETF made up 0.49% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #34 holding.
Avidian Wealth Enterprises first reported a position in Schwab Short-Term US Treasury ETF in Q3 2017 and has held it in 29 quarters since.
Avidian Wealth Enterprises's Schwab Short-Term US Treasury ETF position peaked at $24.7M in Q1 2021.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.