Lido Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Lido Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24,452	Closed	-$612K	–	1890
2025 Q2	$612K	Buy	24,452 +14,843	+154%	+$368K	﹤0.01%	1035
2025 Q1	$239K	Buy	+9,609	New	+$235K	﹤0.01%	1307
2024 Q1	–	Sell	-44,636	Closed	-$1.11M	–	1457
2023 Q4	$1.11M	Sell	44,636 -21,246	-32%	-$513K	0.01%	579
2023 Q3	$1.58M	Buy	65,882 +4,794	+8%	+$117K	0.01%	428
2023 Q2	$1.51M	Buy	61,088 +1,934	+3%	+$48.5K	0.01%	428
2023 Q1	$1.49M	Sell	59,154 -6,582	-10%	-$164K	0.01%	395
2022 Q4	$1.62M	Sell	65,736 -19,290	-23%	-$475K	0.02%	325
2022 Q3	$2.09M	Buy	85,026 +28,336	+50%	+$724K	0.03%	261
2022 Q2	$1.46M	Buy	56,690 +6,142	+12%	+$159K	0.02%	272
2022 Q1	$1.34M	Buy	+50,548	New	+$1.38M	0.02%	337
2019 Q1	–	Sell	-40,910	Closed	-$1.08M	–	543
2018 Q4	$1.08M	Buy	+40,910	New	+$1.06M	0.11%	117

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

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

MFT

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

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Lido Advisors's SCHR Position: Q3 2025 in Review

Lido Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2025, closing a stake of 24,452 shares — an estimated $612K sold.

Lido Advisors first reported a position in SCHR in Q4 2018 and held it in 11 quarters. The position peaked at $2.09M in Q3 2022. 473 funds tracked by Wall St. Rank hold SCHR as of Q3 2025.

Lido Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
Lido Advisors sold 24,452 Schwab Intermediately-Term US Treasury ETF shares in Q3 2025, an estimated $612K.
Lido Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2018 and held it in 11 quarters.
Lido Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $2.09M in Q3 2022.
473 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2025.

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