Lido Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
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. 2,148 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.
- 2,148 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.