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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lido Advisors's SCHO Position: Q1 2026 in Review

Lido Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 44% in Q1 2026, selling an estimated $1.97M and leaving 103,489 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #646.

Lido Advisors first reported a position in SCHO in Q1 2018 and has held it in 19 quarters since. The position peaked at $10.2M in Q1 2020. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Lido Advisors held 103,489 shares of Schwab Short-Term US Treasury ETF worth $2.51M as of Q1 2026.
Lido Advisors sold 81,036 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $1.97M.
Schwab Short-Term US Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #646 holding.
Lido Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2018 and has held it in 19 quarters since.
Lido Advisors's Schwab Short-Term US Treasury ETF position peaked at $10.2M in Q1 2020.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.