Lido Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Buy |
790,976
+30,797
| +4% | +$734K | 0.07% | 154 |
|
|
2025
Q1 | $16.4M | Sell |
760,179
-33,690
| -4% | -$725K | 0.07% | 158 |
|
|
2024
Q4 | $18M | Buy |
793,869
+325,716
| +70% | +$7.39M | 0.08% | 138 |
|
|
2024
Q3 | $10.4M | Sell |
468,153
-53,709
| -10% | -$1.19M | 0.05% | 185 |
|
|
2024
Q2 | $11M | Buy |
521,862
+6,588
| +1% | +$139K | 0.06% | 158 |
|
|
2024
Q1 | $10.5M | Sell |
515,274
-16,254
| -3% | -$331K | 0.06% | 156 |
|
|
2023
Q4 | $9.86M | Buy |
531,528
+6,936
| +1% | +$129K | 0.07% | 151 |
|
|
2023
Q3 | $8.72M | Sell |
524,592
-12,153
| -2% | -$202K | 0.07% | 148 |
|
|
2023
Q2 | $9.25M | Buy |
536,745
+16,965
| +3% | +$292K | 0.07% | 146 |
|
|
2023
Q1 | $8.29M | Buy |
519,780
+389,445
| +299% | +$6.21M | 0.08% | 143 |
|
|
2022
Q4 | $1.95M | Buy |
130,335
+2,112
| +2% | +$31.5K | 0.02% | 277 |
|
|
2022
Q3 | $1.79M | Buy |
128,223
+22,683
| +21% | +$317K | 0.02% | 252 |
|
|
2022
Q2 | $1.55M | Buy |
105,540
+2,208
| +2% | +$32.5K | 0.02% | 236 |
|
|
2022
Q1 | $1.84M | Buy |
103,332
+22,590
| +28% | +$402K | 0.02% | 244 |
|
|
2021
Q4 | $1.52M | Sell |
80,742
-10,872
| -12% | -$205K | 0.02% | 295 |
|
|
2021
Q3 | $1.59M | Buy |
91,614
+30
| +0% | +$519 | 0.02% | 272 |
|
|
2021
Q2 | $1.59M | Buy |
91,584
+54,360
| +146% | +$945K | 0.02% | 258 |
|
|
2021
Q1 | $600K | Buy |
37,224
+30
| +0.1% | +$484 | 0.01% | 402 |
|
|
2020
Q4 | $564K | Buy |
37,194
+13,560
| +57% | +$206K | 0.01% | 403 |
|
|
2020
Q3 | $314K | Buy |
+23,634
| New | +$314K | 0.01% | 417 |
|