Lido Advisors
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Lido Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Lido Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,198
Closed -$414K – 1889
2025
Q2 		$414K Buy
+18,198
New +$406K ﹤0.01% 1177

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BFG
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Royal Bank of Canada
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Bank of America
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Janney Montgomery Scott
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GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Lido Advisors's SCHI Position: Q3 2025 in Review

Lido Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 18,198 shares — an estimated $414K sold.

Lido Advisors first reported a position in SCHI in Q2 2025 and held it in 1 quarter. The position peaked at $414K in Q2 2025. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

  • Lido Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 18,198 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $414K.
  • Lido Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Lido Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $414K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.