Lido Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Lido Advisors’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20,512	Closed	-$518K	–	1423
2023 Q3	$518K	Buy	20,512 +9,290	+83%	+$239K	﹤0.01%	736
2023 Q2	$294K	Buy	+11,222	New	+$298K	﹤0.01%	944
2020 Q3	–	Sell	-16,656	Closed	-$500K	–	685
2020 Q2	$500K	Buy	+16,656	New	+$493K	0.02%	348

Other funds holding SCHP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lido Advisors's SCHP Position: Q4 2023 in Review

Lido Advisors sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 20,512 shares — an estimated $518K sold.

Lido Advisors first reported a position in SCHP in Q2 2020 and held it in 3 quarters. The position peaked at $518K in Q3 2023. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Lido Advisors reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Lido Advisors sold 20,512 Schwab US TIPS ETF shares in Q4 2023, an estimated $518K.
Lido Advisors first reported a position in Schwab US TIPS ETF in Q2 2020 and held it in 3 quarters.
Lido Advisors's Schwab US TIPS ETF position peaked at $518K in Q3 2023.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.