Lido Advisors
SCHK icon

Lido Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Lido Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
38,554
-4,244
-10% -$148K ﹤0.01% 947
2026
Q1 		$1.34M Sell
42,798
-65,850
-61% -$2.16M ﹤0.01% 846
2025
Q4 		$3.49M Buy
108,648
+4,052
+4% +$132K 0.01% 551
2025
Q3 		$3.36M Buy
+104,596
New +$3.24M 0.01% 538

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lido Advisors's SCHK Position: Q2 2026 in Review

Lido Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 9.9% in Q2 2026, selling an estimated $148K and leaving 38,554 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Lido Advisors first reported a position in SCHK in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.49M in Q4 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Lido Advisors held 38,554 shares of Schwab 1000 Index ETF worth $1.39M as of Q2 2026.
  • Lido Advisors sold 4,244 Schwab 1000 Index ETF shares in Q2 2026, an estimated $148K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #947 holding.
  • Lido Advisors first reported a position in Schwab 1000 Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's Schwab 1000 Index ETF position peaked at $3.49M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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