Lido Advisors
SCHV

Lido Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lido Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.23M Sell
105,805
-7,515
-7% -$234K 0.01% 564
2025
Q4 		$3.32M Buy
113,320
+14,871
+15% +$435K 0.01% 569
2025
Q3 		$2.87M Buy
98,449
+6,437
+7% +$183K 0.01% 591
2025
Q2 		$2.55M Sell
92,012
-1,619
-2% -$42.6K 0.01% 523
2025
Q1 		$2.49M Sell
93,631
-2,775
-3% -$74.5K 0.01% 491
2024
Q4 		$2.51M Buy
96,406
+24,880
+35% +$672K 0.01% 473
2024
Q3 		$1.92M Sell
71,526
-10,143
-12% -$261K 0.01% 475
2024
Q2 		$2.03M Sell
81,669
-3,249
-4% -$80.3K 0.01% 445
2024
Q1 		$2.15M Sell
84,918
-22,026
-21% -$528K 0.01% 418
2023
Q4 		$2.5M Sell
106,944
-651,804
-86% -$14.3M 0.02% 371
2023
Q3 		$16.3M Sell
758,748
-99,687
-12% -$2.24M 0.12% 96
2023
Q2 		$19.2M Sell
858,435
-194,886
-19% -$4.26M 0.14% 81
2023
Q1 		$23M Buy
1,053,321
+1,035,654
+5,862% +$23M 0.22% 57
2022
Q4 		$389K Sell
17,667
-21
-0.1% -$455 ﹤0.01% 702
2022
Q3 		$382K Sell
17,688
-1,350
-7% -$29.1K ﹤0.01% 639
2022
Q2 		$396K Sell
19,038
-408
-2% -$9.16K 0.01% 616
2022
Q1 		$462K Buy
19,446
+429
+2% +$10.2K 0.01% 626
2021
Q4 		$463K Buy
19,017
+7,224
+61% +$171K 0.01% 640
2021
Q3 		$269K Sell
11,793
-105
-0.9% -$2.43K ﹤0.01% 780
2021
Q2 		$271K Buy
11,898
+3
+0% +$68 ﹤0.01% 754
2021
Q1 		$259K Buy
11,895
+1,773
+18% +$36.9K ﹤0.01% 714
2020
Q4 		$200K Buy
+10,122
New +$189K ﹤0.01% 778

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lido Advisors's SCHV Position: Q1 2026 in Review

Lido Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.6% in Q1 2026, selling an estimated $234K and leaving 105,805 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #564.

Lido Advisors first reported a position in SCHV in Q4 2020 and has held it in 22 quarters since. The position peaked at $23M in Q1 2023. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Lido Advisors held 105,805 shares of Schwab US Large-Cap Value ETF worth $3.23M as of Q1 2026.
  • Lido Advisors sold 7,515 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $234K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #564 holding.
  • Lido Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Lido Advisors's Schwab US Large-Cap Value ETF position peaked at $23M in Q1 2023.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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