Avidian Wealth Solutions, LLC Schwab Short Term Us Treasury Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 563,358 shares of SCHO stock, worth $13.7 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

563,358

Previous 544,445 3.47%

Holding current value

$13.7 Million

Previous $13.3 Million 3.65%

% of portfolio

0.58%

Previous 0.61%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$24.19 - $24.45 $457,505 - $462,422	18,913 Added 3.47%	563,358 $13.7 Million
Q1 2025 Apr 25, 2025	BUY	$24.1 - $24.34 $3.54 Million - $3.57 Million	146,760 Added 36.9%	544,445 $13.3 Million
Q4 2024 Jan 29, 2025	BUY	$24.06 - $48.88 $5.04 Million - $10.2 Million	209,340 Added 111.15%	397,685 $9.57 Million
Q3 2024 Oct 30, 2024	BUY	$47.93 - $49.06 $135,306 - $138,496	2,823 Added 1.52%	188,345 $9.23 Million
Q2 2024 Aug 06, 2024	BUY	$47.75 - $48.13 $114,218 - $115,126	2,392 Added 1.31%	185,522 $8.93 Million
Q1 2024 May 03, 2024	SELL	$48.05 - $48.63 $10.3 Million - $10.4 Million	-214,682 Reduced 53.97%	183,130 $8.83 Million
Q4 2023 Feb 06, 2024	BUY	$47.66 - $48.45 $1.88 Million - $1.91 Million	39,460 Added 11.01%	397,812 $19.3 Million
Q3 2023 Oct 13, 2023	BUY	$47.78 - $48.2 $798,881 - $805,904	16,720 Added 4.89%	358,352 $17.2 Million
Q2 2023 Aug 03, 2023	BUY	$48.06 - $48.89 $980,952 - $997,893	20,411 Added 6.35%	341,632 $16.4 Million
Q1 2023 May 08, 2023	BUY	$47.8 - $49.0 $12.7 Million - $13 Million	266,185 Added 483.66%	321,221 $15.7 Million
Q4 2022 Feb 06, 2023	SELL	$47.89 - $48.47 $277,666 - $281,029	-5,798 Reduced 9.53%	55,036 $2.65 Million
Q3 2022 Nov 03, 2022	SELL	$48.15 - $49.37 $13.3 Million - $13.6 Million	-276,167 Reduced 81.95%	60,834 $2.94 Million
Q2 2022 Jul 29, 2022	SELL	$48.73 - $49.59 $565,706 - $575,690	-11,609 Reduced 3.33%	337,001 $16.6 Million
Q1 2022 May 10, 2022	SELL	$49.47 - $50.82 $4.25 Million - $4.36 Million	-85,852 Reduced 19.76%	348,610 $17.3 Million
Q4 2021 Feb 14, 2022	SELL	$50.83 - $51.21 $1.13 Million - $1.13 Million	-22,134 Reduced 4.85%	434,462 $22.1 Million
Q3 2021 Nov 10, 2021	SELL	$51.18 - $51.3 $462,155 - $463,239	-9,030 Reduced 1.94%	456,596 $23.4 Million
Q2 2021 Aug 09, 2021	SELL	$51.19 - $51.33 $768,669 - $770,771	-15,016 Reduced 3.12%	465,626 $23.8 Million
Q1 2021 May 05, 2021	BUY	$51.27 - $51.41 $1.11 Million - $1.11 Million	21,620 Added 4.71%	480,642 $24.7 Million
Q4 2020 Feb 09, 2021	BUY	$51.37 - $51.48 $9.77 Million - $9.79 Million	190,163 Added 70.73%	459,022 $23.6 Million
Q3 2020 Feb 03, 2021	BUY	$51.49 - $51.63 $13.8 Million - $13.9 Million	268,859 New	268,859 $13.8 Million
Q3 2020 Nov 06, 2020	SELL	$51.49 - $51.63 $5.4 Million - $5.42 Million	-104,965 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$51.53 - $51.71 $3.66 Million - $3.67 Million	71,001 Added 209.05%	104,965 $5.42 Million
Q1 2020 Apr 22, 2020	BUY	$50.48 - $51.73 $1.51 Million - $1.55 Million	29,958 Added 747.83%	33,964 $1.76 Million
Q4 2019 Feb 13, 2020	BUY	$50.38 - $50.71 $201,822 - $203,144	4,006 New	4,006 $202,000
Q2 2018 Aug 14, 2018	SELL	N/A	-45,549 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-21,401 Reduced 31.97%	45,549 $227,000
Q4 2017 Feb 14, 2018	BUY	N/A	57,521 Added 610.04%	66,950 $3.35 Million
Q3 2017 Nov 14, 2017	BUY	N/A	9,429	9,429 $475,000

Others Institutions Holding SCHO

# of Institutions

700

Shares Held

313M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Schwab Short Term Us Treasury Transaction History