Lido Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15M | Sell |
416,410
-16,323
| -4% | -$539K | 0.04% | 277 |
|
|
2026
Q1 | $12.6M | Sell |
432,733
-18,028
| -4% | -$540K | 0.04% | 284 |
|
|
2025
Q4 | $12.8M | Buy |
450,761
+5,014
| +1% | +$142K | 0.04% | 285 |
|
|
2025
Q3 | $12.4M | Buy |
445,747
+184,669
| +71% | +$4.94M | 0.04% | 274 |
|
|
2025
Q2 | $6.61M | Buy |
261,078
+112,404
| +76% | +$2.66M | 0.03% | 314 |
|
|
2025
Q1 | $3.48M | Buy |
148,674
+2,864
| +2% | +$73K | 0.02% | 410 |
|
|
2024
Q4 | $3.77M | Buy |
145,810
+20,060
| +16% | +$534K | 0.02% | 386 |
|
|
2024
Q3 | $3.24M | Sell |
125,750
-11,828
| -9% | -$294K | 0.02% | 379 |
|
|
2024
Q2 | $3.28M | Sell |
137,578
-11,262
| -8% | -$267K | 0.02% | 353 |
|
|
2024
Q1 | $3.66M | Buy |
148,840
+136,190
| +1,077% | +$3.19M | 0.02% | 323 |
|
|
2023
Q4 | $327K | Buy |
+12,650
| New | +$267K | ﹤0.01% | 997 |
|
|
2023
Q3 | – | Sell |
-112,504
| Closed | -$2.46M | – | 1292 |
|
|
2023
Q2 | $2.46M | Sell |
112,504
-133,572
| -54% | -$2.78M | 0.02% | 330 |
|
|
2023
Q1 | $5.16M | Buy |
246,076
+169,072
| +220% | +$3.63M | 0.05% | 200 |
|
|
2022
Q4 | $1.56M | Buy |
77,004
+4,232
| +6% | +$86.7K | 0.02% | 329 |
|
|
2022
Q3 | $1.52M | Sell |
72,772
-1,108
| -1% | -$23.2K | 0.02% | 296 |
|
|
2022
Q2 | $1.44M | Buy |
73,880
+1,208
| +2% | +$25.8K | 0.02% | 277 |
|
|
2022
Q1 | $1.72M | Buy |
72,672
+32
| +0% | +$755 | 0.02% | 286 |
|
|
2021
Q4 | $1.86M | Buy |
72,640
+2,112
| +3% | +$54.6K | 0.02% | 287 |
|
|
2021
Q3 | $1.76M | Sell |
70,528
-2,040
| -3% | -$51.8K | 0.02% | 287 |
|
|
2021
Q2 | $1.89M | Buy |
72,568
+380
| +0.5% | +$9.71K | 0.03% | 267 |
|
|
2021
Q1 | $1.8M | Buy |
72,188
+628
| +0.9% | +$15.4K | 0.03% | 238 |
|
|
2020
Q4 | $1.59M | Buy |
71,560
+16,952
| +31% | +$338K | 0.03% | 242 |
|
|
2020
Q3 | $933K | Sell |
54,608
-32
| -0.1% | -$551 | 0.02% | 271 |
|
|
2020
Q2 | $893K | Sell |
54,640
-196
| -0.4% | -$2.94K | 0.03% | 258 |
|
|
2020
Q1 | $706K | Buy |
54,836
+6,648
| +14% | +$113K | 0.03% | 272 |
|
|
2019
Q4 | $911K | Buy |
48,188
+1,296
| +3% | +$23.5K | 0.04% | 279 |
|
|
2019
Q3 | $817K | Buy |
46,892
+10,092
| +27% | +$178K | 0.04% | 250 |
|
|
2019
Q2 | $658K | Buy |
36,800
+16,112
| +78% | +$285K | 0.04% | 255 |
|
|
2019
Q1 | $361K | Buy |
+20,688
| New | +$354K | 0.02% | 345 |
|
|
2018
Q4 | – | Sell |
-14,992
| Closed | -$285K | – | 476 |
|
|
2018
Q3 | $285K | Buy |
+14,992
| New | +$286K | 0.03% | 348 |
|
Other funds holding SCHA
AA
Lido Advisors's SCHA Position: Q2 2026 in Review
Lido Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q2 2026, selling an estimated $539K and leaving 416,410 shares worth $15M. The position accounts for 0.04% of the portfolio, ranked #277.
Lido Advisors first reported a position in SCHA in Q3 2018 and has held it in 30 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Lido Advisors held 416,410 shares of Schwab U.S Small- Cap ETF worth $15M as of Q2 2026.
- Lido Advisors sold 16,323 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $539K.
- Schwab U.S Small- Cap ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #277 holding.
- Lido Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 30 quarters since.
- 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.