Lido Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Lido Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.7M	Buy	111,937 +8,448	+8%	+$204K	0.01%	698
2026 Q1	$2.51M	Sell	103,489 -81,036	-44%	-$1.97M	0.01%	646
2025 Q4	$4.5M	Buy	184,525 +13,457	+8%	+$328K	0.01%	489
2025 Q3	$4.17M	Buy	171,068 +94,056	+122%	+$2.29M	0.01%	483
2025 Q2	$1.88M	Buy	77,012 +175	+0.2%	+$4.25K	0.01%	608
2025 Q1	$1.87M	Buy	+76,837	New	+$1.86M	0.01%	554
2024 Q2	–	Sell	-26,076	Closed	-$629K	–	1471
2024 Q1	$629K	Sell	26,076 -7,536	-22%	-$182K	﹤0.01%	826
2023 Q4	$814K	Buy	33,612 +23,202	+223%	+$557K	0.01%	689
2023 Q3	$249K	Sell	10,410 -8,190	-44%	-$196K	﹤0.01%	998
2023 Q2	$447K	Buy	+18,600	New	+$451K	﹤0.01%	780
2020 Q3	–	Sell	-124,096	Closed	-$3.2M	–	684
2020 Q2	$3.2M	Sell	124,096 -271,164	-69%	-$7M	0.1%	122
2020 Q1	$10.2M	Buy	395,260 +20,506	+5%	+$522K	0.43%	29
2019 Q4	$9.46M	Buy	374,754 +106,380	+40%	+$2.69M	0.38%	37
2019 Q3	$6.79M	Sell	268,374 -9,452	-3%	-$239K	0.34%	48
2019 Q2	$7.03M	Buy	277,826 +76,154	+38%	+$1.91M	0.4%	43
2019 Q1	$5.06M	Buy	201,672 +83,696	+71%	+$2.09M	0.33%	48
2018 Q4	$2.94M	Buy	117,976 +38,474	+48%	+$954K	0.29%	55
2018 Q3	$1.97M	Buy	79,502 +35,428	+80%	+$879K	0.19%	77
2018 Q2	$1.1M	Buy	44,074 +30,004	+213%	+$745K	0.13%	102
2018 Q1	$350K	Buy	+14,070	New	+$351K	0.05%	257

Other funds holding SCHO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lido Advisors's SCHO Position: Q2 2026 in Review

Lido Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8.2% in Q2 2026, buying an estimated $204K and bringing the position to 111,937 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #698.

Lido Advisors first reported a position in SCHO in Q1 2018 and has held it in 20 quarters since. The position peaked at $10.2M in Q1 2020. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Lido Advisors held 111,937 shares of Schwab Short-Term US Treasury ETF worth $2.7M as of Q2 2026.
Lido Advisors bought 8,448 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $204K.
Schwab Short-Term US Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #698 holding.
Lido Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 20 quarters since.
Lido Advisors's Schwab Short-Term US Treasury ETF position peaked at $10.2M in Q1 2020.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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