Lido Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Buy |
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|
2025
Q1 | $16.4M | Sell |
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|
2024
Q4 | $18M | Buy |
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|
2024
Q3 | $10.4M | Sell |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $9.86M | Buy |
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|
2023
Q3 | $8.72M | Sell |
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|
2023
Q2 | $9.25M | Buy |
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|
2023
Q1 | $8.29M | Buy |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $314K | Buy |
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