Lido Advisors
SCHC icon

Lido Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Lido Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.03M Buy
43,428
+27,403
+171% +$1.33M 0.01% 700
2025
Q4 		$729K Buy
16,025
+16
+0.1% +$725 ﹤0.01% 1137
2025
Q3 		$729K Sell
16,009
-1,856
-10% -$81.5K ﹤0.01% 1084
2025
Q2 		$761K Buy
17,865
+3,708
+26% +$144K ﹤0.01% 954
2025
Q1 		$508K Buy
14,157
+1,007
+8% +$36K ﹤0.01% 1020
2024
Q4 		$451K Sell
13,150
-1,140
-8% -$41.5K ﹤0.01% 1041
2024
Q3 		$551K Buy
14,290
+4,780
+50% +$176K ﹤0.01% 928
2024
Q2 		$339K Buy
9,510
+492
+5% +$17.5K ﹤0.01% 1062
2024
Q1 		$323K Buy
+9,018
New +$310K ﹤0.01% 1057
2023
Q3 		– Sell
-6,085
Closed -$205K – 1293
2023
Q2 		$205K Buy
+6,085
New +$206K ﹤0.01% 1092
2021
Q4 		– Sell
-3,121
Closed -$129K – 1036
2021
Q3 		$129K Buy
+3,121
New +$133K ﹤0.01% 936

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Lido Advisors's SCHC Position: Q1 2026 in Review

Lido Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 171% in Q1 2026, buying an estimated $1.33M and bringing the position to 43,428 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #700.

Lido Advisors first reported a position in SCHC in Q3 2021 and has held it in 11 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Lido Advisors held 43,428 shares of Schwab International Small-Cap Equity ETF worth $2.03M as of Q1 2026.
  • Lido Advisors bought 27,403 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $1.33M.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #700 holding.
  • Lido Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and has held it in 11 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.