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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.2M | Buy |
846,394
+47,425
| +6% | +$1.24M | 0.08% | 193 |
|
|
2025
Q4 | $20.8M | Buy |
798,969
+4,237
| +0.5% | +$110K | 0.08% | 195 |
|
|
2025
Q3 | $20.4M | Buy |
794,732
+3,756
| +0.5% | +$93K | 0.08% | 189 |
|
|
2025
Q2 | $18.8M | Buy |
790,976
+30,797
| +4% | +$678K | 0.1% | 164 |
|
|
2025
Q1 | $16.4M | Sell |
760,179
-33,690
| -4% | -$766K | 0.1% | 165 |
|
|
2024
Q4 | $18M | Buy |
793,869
+325,716
| +70% | +$7.44M | 0.11% | 148 |
|
|
2024
Q3 | $10.4M | Sell |
468,153
-53,709
| -10% | -$1.15M | 0.08% | 197 |
|
|
2024
Q2 | $11M | Buy |
521,862
+6,588
| +1% | +$133K | 0.09% | 166 |
|
|
2024
Q1 | $10.5M | Sell |
515,274
-16,254
| -3% | -$315K | 0.09% | 164 |
|
|
2023
Q4 | $9.86M | Buy |
531,528
+6,936
| +1% | +$120K | 0.1% | 160 |
|
|
2023
Q3 | $8.72M | Sell |
524,592
-12,153
| -2% | -$210K | 0.1% | 157 |
|
|
2023
Q2 | $9.25M | Buy |
536,745
+16,965
| +3% | +$277K | 0.1% | 152 |
|
|
2023
Q1 | $8.29M | Buy |
519,780
+389,445
| +299% | +$6.09M | 0.12% | 150 |
|
|
2022
Q4 | $1.95M | Buy |
130,335
+2,112
| +2% | +$31.7K | 0.03% | 300 |
|
|
2022
Q3 | $1.79M | Buy |
128,223
+22,683
| +21% | +$353K | 0.04% | 277 |
|
|
2022
Q2 | $1.55M | Buy |
105,540
+2,208
| +2% | +$35.4K | 0.03% | 261 |
|
|
2022
Q1 | $1.84M | Buy |
103,332
+22,590
| +28% | +$397K | 0.03% | 271 |
|
|
2021
Q4 | $1.52M | Sell |
80,742
-10,872
| -12% | -$200K | 0.03% | 325 |
|
|
2021
Q3 | $1.58M | Buy |
91,614
+30
| +0% | +$534 | 0.04% | 302 |
|
|
2021
Q2 | $1.59M | Buy |
91,584
+54,360
| +146% | +$920K | 0.04% | 292 |
|
|
2021
Q1 | $600K | Buy |
37,224
+30
| +0.1% | +$473 | 0.02% | 454 |
|
|
2020
Q4 | $564K | Buy |
37,194
+13,560
| +57% | +$193K | 0.02% | 455 |
|
|
2020
Q3 | $314K | Buy |
+23,634
| New | +$311K | 0.01% | 473 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM