AWE
SCHR icon

Avidian Wealth Enterprises’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Avidian Wealth Enterprises’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$59.9M Buy
2,528,415
+78,067
+3% +$1.9M 1.67% 12
2026
Q2 		$60.4M Buy
2,450,348
+69,346
+3% +$1.71M 1.67% 12
2026
Q1 		$59.3M Buy
2,381,002
+206,991
+10% +$5.19M 1.88% 10
2025
Q4 		$54.5M Buy
2,174,011
+122,074
+6% +$3.07M 1.98% 10
2025
Q3 		$51.6M Buy
2,051,937
+77,125
+4% +$1.93M 1.94% 10
2025
Q2 		$49.4M Buy
1,974,812
+75,037
+4% +$1.86M 2.01% 11
2025
Q1 		$47.2M Sell
1,899,775
-228,773
-11% -$5.6M 2.1% 10
2024
Q4 		$51.7M Buy
2,128,548
+97,060
+5% +$2.39M 2.32% 11
2024
Q3 		$51.4M Buy
2,031,488
+41,570
+2% +$1.04M 2.33% 9
2024
Q2 		$48.5M Buy
1,989,918
+76,168
+4% +$1.84M 2.01% 12
2024
Q1 		$46.9M Buy
1,913,750
+928,354
+94% +$22.8M 2.28% 11
2023
Q4 		$24.5M Buy
985,396
+66,716
+7% +$1.61M 1.51% 14
2023
Q3 		$22M Buy
918,680
+231,038
+34% +$5.62M 1.55% 12
2023
Q2 		$16.9M Sell
687,642
-120,368
-15% -$3.02M 1.11% 16
2023
Q1 		$20.4M Sell
808,010
-94,176
-10% -$2.35M 1.12% 19
2022
Q4 		$22.2M Sell
902,186
-61,858
-6% -$1.52M 1.45% 12
2022
Q3 		$23.7M Buy
964,044
+26,208
+3% +$670K 1.71% 12
2022
Q2 		$24.2M Sell
937,836
-8,236
-0.9% -$213K 1.71% 10
2022
Q1 		$25.2M Buy
946,072
+144,586
+18% +$3.95M 1.54% 12
2021
Q4 		$22.5M Sell
801,486
-48,598
-6% -$1.37M 1.4% 13
2021
Q3 		$24.1M Buy
850,084
+12,692
+2% +$363K 1.84% 12
2021
Q2 		$23.8M Sell
837,392
-6,396
-0.8% -$182K 1.83% 12
2021
Q1 		$23.8M Buy
843,788
+48,660
+6% +$1.4M 2.03% 11
2020
Q4 		$23.1M Buy
795,128
+284,064
+56% +$8.28M 2.19% 10
2020
Q3 		$15M Buy
511,064
+306,926
+150% +$9.01M 1.7% 10
2020
Q2 		$6M Buy
204,138
+160,220
+365% +$4.7M 0.81% 28
2020
Q1 		$1.29M Buy
43,918
+35,786
+440% +$1.01M 0.21% 63
2019
Q4 		$223K Buy
+8,132
New +$225K 0.03% 213

Other funds holding SCHR

BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Avidian Wealth Enterprises's SCHR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.2% in Q3 2026, buying an estimated $1.9M and bringing the position to 2,528,415 shares worth $59.9M. The position accounts for 1.67% of the portfolio, ranked #12.

Avidian Wealth Enterprises first reported a position in SCHR in Q4 2019 and has held it in 28 quarters since. The position peaked at $60.4M in Q2 2026. 21 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Avidian Wealth Enterprises held 2,528,415 shares of Schwab Intermediately-Term US Treasury ETF worth $59.9M as of Q3 2026.
  • Avidian Wealth Enterprises bought 78,067 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $1.9M.
  • Schwab Intermediately-Term US Treasury ETF made up 1.67% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #12 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Schwab Intermediately-Term US Treasury ETF position peaked at $60.4M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.