Lido Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lido Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1M	Sell	633,855 -8,717	-1%	-$277K	0.05%	229
2026 Q1	$19.7M	Sell	642,572 -557,570	-46%	-$16.9M	0.06%	205
2025 Q4	$32.8M	Buy	1,200,142 +16,735	+1%	+$455K	0.1%	136
2025 Q3	$32.3M	Buy	+1,183,407	New	+$32.3M	0.1%	129
2025 Q2	–	Sell	-43,115	Closed	-$1.21M	–	1741
2025 Q1	$1.21M	Buy	43,115 +10,293	+31%	+$287K	0.01%	695
2024 Q4	$897K	Buy	32,822 +20,780	+173%	+$591K	﹤0.01%	800
2024 Q3	$339K	Sell	12,042 -21,603	-64%	-$589K	﹤0.01%	1107
2024 Q2	$881K	Sell	33,645 -6,186	-16%	-$161K	﹤0.01%	708
2024 Q1	$1.07M	Buy	+39,831	New	+$1.03M	0.01%	626
2023 Q3	–	Sell	-61,677	Closed	-$1.49M	–	1294
2023 Q2	$1.49M	Sell	61,677 -25,683	-29%	-$614K	0.01%	429
2023 Q1	$1.73M	Buy	87,360 +41,226	+89%	+$1.03M	0.02%	372
2022 Q4	$1.16M	Buy	46,134 +4,404	+11%	+$109K	0.01%	378
2022 Q3	$923K	Buy	41,730 +6,267	+18%	+$152K	0.01%	381
2022 Q2	$846K	Sell	35,463 -2,802	-7%	-$71.3K	0.01%	392
2022 Q1	$1.01M	Sell	38,265 -573	-1%	-$15K	0.01%	392
2021 Q4	$1.05M	Sell	38,838 -2,367	-6%	-$61.5K	0.01%	414
2021 Q3	$1.02M	Buy	41,205 +423	+1%	+$10.8K	0.01%	402
2021 Q2	$1.03M	Sell	40,782 -2,994	-7%	-$75.6K	0.01%	376
2021 Q1	$1.06M	Buy	43,776 +9,126	+26%	+$208K	0.02%	325
2020 Q4	$740K	Sell	34,650 -11,544	-25%	-$234K	0.02%	380
2020 Q3	$852K	Buy	46,194 +12,006	+35%	+$221K	0.02%	290
2020 Q2	$590K	Buy	34,188 +6	+0%	+$101	0.02%	322
2020 Q1	$513K	Buy	34,182 +7,206	+27%	+$129K	0.02%	318
2019 Q4	$521K	Buy	26,976 +9	+0%	+$169	0.02%	381
2019 Q3	$492K	Buy	26,967 +6	+0%	+$107	0.02%	337
2019 Q2	$480K	Buy	26,961 +8,400	+45%	+$148K	0.03%	310
2019 Q1	$323K	Buy	+18,561	New	+$312K	0.02%	372
2017 Q1	–	Sell	-104,535	Closed	-$1.52M	–	268
2016 Q4	$1.52M	Buy	104,535 +30,111	+40%	+$428K	0.37%	27
2016 Q3	$1.05M	Buy	74,424 +11,700	+19%	+$165K	0.32%	30
2016 Q2	$866K	Buy	+62,724	New	+$845K	0.27%	37

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Lido Advisors's SCHD Position: Q2 2026 in Review

Lido Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q2 2026, selling an estimated $277K and leaving 633,855 shares worth $20.1M. The position accounts for 0.05% of the portfolio, ranked #229.

Lido Advisors first reported a position in SCHD in Q2 2016 and has held it in 30 quarters since. The position peaked at $32.8M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Lido Advisors held 633,855 shares of Schwab US Dividend Equity ETF worth $20.1M as of Q2 2026.
Lido Advisors sold 8,717 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $277K.
Schwab US Dividend Equity ETF made up 0.05% of Lido Advisors's portfolio in Q2 2026, its #229 holding.
Lido Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 30 quarters since.
Lido Advisors's Schwab US Dividend Equity ETF position peaked at $32.8M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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