Lido Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Lido Advisors's SCHD Position: Q1 2026 in Review
Lido Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 46% in Q1 2026, selling an estimated $16.9M and leaving 642,572 shares worth $19.7M. The position accounts for 0.06% of the portfolio, ranked #205.
Lido Advisors first reported a position in SCHD in Q2 2016 and has held it in 29 quarters since. The position peaked at $32.8M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Lido Advisors held 642,572 shares of Schwab US Dividend Equity ETF worth $19.7M as of Q1 2026.
- Lido Advisors sold 557,570 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $16.9M.
- Schwab US Dividend Equity ETF made up 0.06% of Lido Advisors's portfolio in Q1 2026, its #205 holding.
- Lido Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 29 quarters since.
- Lido Advisors's Schwab US Dividend Equity ETF position peaked at $32.8M in Q4 2025.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.