Lido Advisors
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Lido Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Lido Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7M Buy
886,785
+40,391
+5% +$1.13M 0.07% 185
2026
Q1 		$21.2M Buy
846,394
+47,425
+6% +$1.24M 0.07% 193
2025
Q4 		$20.8M Buy
798,969
+4,237
+0.5% +$110K 0.06% 195
2025
Q3 		$20.4M Buy
794,732
+3,756
+0.5% +$93K 0.06% 189
2025
Q2 		$18.8M Buy
790,976
+30,797
+4% +$678K 0.07% 164
2025
Q1 		$16.4M Sell
760,179
-33,690
-4% -$766K 0.07% 165
2024
Q4 		$18M Buy
793,869
+325,716
+70% +$7.44M 0.08% 148
2024
Q3 		$10.4M Sell
468,153
-53,709
-10% -$1.15M 0.05% 197
2024
Q2 		$11M Buy
521,862
+6,588
+1% +$133K 0.06% 166
2024
Q1 		$10.5M Sell
515,274
-16,254
-3% -$315K 0.06% 164
2023
Q4 		$9.86M Buy
531,528
+6,936
+1% +$120K 0.07% 160
2023
Q3 		$8.72M Sell
524,592
-12,153
-2% -$210K 0.07% 157
2023
Q2 		$9.25M Buy
536,745
+16,965
+3% +$277K 0.07% 152
2023
Q1 		$8.29M Buy
519,780
+389,445
+299% +$6.09M 0.08% 150
2022
Q4 		$1.95M Buy
130,335
+2,112
+2% +$31.7K 0.02% 300
2022
Q3 		$1.79M Buy
128,223
+22,683
+21% +$353K 0.02% 277
2022
Q2 		$1.55M Buy
105,540
+2,208
+2% +$35.4K 0.02% 261
2022
Q1 		$1.84M Buy
103,332
+22,590
+28% +$397K 0.02% 271
2021
Q4 		$1.52M Sell
80,742
-10,872
-12% -$200K 0.02% 325
2021
Q3 		$1.58M Buy
91,614
+30
+0% +$534 0.02% 302
2021
Q2 		$1.59M Buy
91,584
+54,360
+146% +$920K 0.02% 292
2021
Q1 		$600K Buy
37,224
+30
+0.1% +$473 0.01% 454
2020
Q4 		$564K Buy
37,194
+13,560
+57% +$193K 0.01% 455
2020
Q3 		$314K Buy
+23,634
New +$311K 0.01% 473

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Lido Advisors's SCHB Position: Q2 2026 in Review

Lido Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 4.8% in Q2 2026, buying an estimated $1.13M and bringing the position to 886,785 shares worth $25.7M. The position accounts for 0.07% of the portfolio, ranked #185.

Lido Advisors first reported a position in SCHB in Q3 2020 and has held it in 24 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Lido Advisors held 886,785 shares of Schwab US Broad Market ETF worth $25.7M as of Q2 2026.
  • Lido Advisors bought 40,391 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.13M.
  • Schwab US Broad Market ETF made up 0.07% of Lido Advisors's portfolio in Q2 2026, its #185 holding.
  • Lido Advisors first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.