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 Q2	$1.69M	Sell	35,167 -8,261	-19%	-$410K	﹤0.01%	868
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 $29.1B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Lido Advisors's SCHC Position: Q2 2026 in Review

Lido Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 19% in Q2 2026, selling an estimated $410K and leaving 35,167 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Lido Advisors first reported a position in SCHC in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.03M in Q1 2026. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Lido Advisors held 35,167 shares of Schwab International Small-Cap Equity ETF worth $1.69M as of Q2 2026.
Lido Advisors sold 8,261 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $410K.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #868 holding.
Lido Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and has held it in 12 quarters since.
Lido Advisors's Schwab International Small-Cap Equity ETF position peaked at $2.03M in Q1 2026.
523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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