Lido Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.2M | Sell |
502,606
-30,269
| -6% | -$2.97M | 0.14% | 96 |
|
|
2025
Q4 | $51.1M | Buy |
532,875
+3,627
| +0.7% | +$344K | 0.15% | 88 |
|
|
2025
Q3 | $50.5M | Buy |
529,248
+42,244
| +9% | +$4.01M | 0.16% | 84 |
|
|
2025
Q2 | $44.4M | Buy |
487,004
+18,391
| +4% | +$1.54M | 0.17% | 78 |
|
|
2025
Q1 | $36.7M | Buy |
468,613
+53,319
| +13% | +$4.18M | 0.17% | 81 |
|
|
2024
Q4 | $30.7M | Buy |
415,294
+29,028
| +8% | +$2.17M | 0.14% | 90 |
|
|
2024
Q3 | $25M | Buy |
386,266
+26,189
| +7% | +$1.72M | 0.12% | 86 |
|
|
2024
Q2 | $26.5M | Buy |
360,077
+19,361
| +6% | +$1.43M | 0.15% | 71 |
|
|
2024
Q1 | $24.6M | Buy |
340,716
+9,352
| +3% | +$616K | 0.15% | 73 |
|
|
2023
Q4 | $22.8M | Buy |
331,364
+4,889
| +1% | +$282K | 0.15% | 69 |
|
|
2023
Q3 | $17.9M | Buy |
326,475
+4,392
| +1% | +$265K | 0.14% | 79 |
|
|
2023
Q2 | $18.3M | Buy |
322,083
+272,825
| +554% | +$14.3M | 0.13% | 87 |
|
|
2023
Q1 | $2.58M | Buy |
49,258
+34,339
| +230% | +$2.51M | 0.03% | 298 |
|
|
2022
Q4 | $1.24M | Sell |
14,919
-46,854
| -76% | -$3.64M | 0.02% | 369 |
|
|
2022
Q3 | $4.44M | Buy |
61,773
+46,423
| +302% | +$3.22M | 0.06% | 155 |
|
|
2022
Q2 | $969K | Buy |
15,350
+1,156
| +8% | +$79.7K | 0.01% | 362 |
|
|
2022
Q1 | $1.2M | Buy |
14,194
+4,541
| +47% | +$399K | 0.01% | 359 |
|
|
2021
Q4 | $811K | Buy |
9,653
+2,045
| +27% | +$165K | 0.01% | 467 |
|
|
2021
Q3 | $554K | Sell |
7,608
-514
| -6% | -$36.7K | 0.01% | 552 |
|
|
2021
Q2 | $591K | Buy |
8,122
+4,009
| +97% | +$284K | 0.01% | 500 |
|
|
2021
Q1 | $268K | Sell |
4,113
-183,019
| -98% | -$11.1M | ﹤0.01% | 702 |
|
|
2020
Q4 | $9.93M | Buy |
187,132
+16,305
| +10% | +$738K | 0.21% | 65 |
|
|
2020
Q3 | $6.19M | Buy |
+170,827
| New | +$5.94M | 0.16% | 83 |
|
|
2020
Q1 | – | Sell |
-4,966
| Closed | -$236K | – | 665 |
|
|
2019
Q4 | $236K | Sell |
4,966
-9,925
| -67% | -$437K | 0.01% | 575 |
|
|
2019
Q3 | $623K | Buy |
14,891
+8,583
| +136% | +$346K | 0.03% | 288 |
|
|
2019
Q2 | $253K | Buy |
6,308
+451
| +8% | +$19.7K | 0.01% | 459 |
|
|
2019
Q1 | $250K | Buy |
+5,857
| New | +$264K | 0.02% | 434 |
|
|
2018
Q3 | – | Sell |
-4,319
| Closed | -$220K | – | 471 |
|
|
2018
Q2 | $220K | Sell |
4,319
-106
| -2% | -$5.87K | 0.03% | 382 |
|
|
2018
Q1 | $231K | Buy |
+4,425
| New | +$237K | 0.03% | 329 |
|
|
2017
Q3 | – | Sell |
-5,291
| Closed | -$227K | – | 323 |
|
|
2017
Q2 | $227K | Sell |
5,291
-104
| -2% | -$4.16K | 0.05% | 224 |
|
|
2017
Q1 | $218K | Buy |
+5,395
| New | +$223K | 0.06% | 203 |
|
Other funds holding SCHW
VCM
VPM
Lido Advisors's SCHW Position: Q1 2026 in Review
Lido Advisors reduced its Charles Schwab (SCHW) stake by 5.7% in Q1 2026, selling an estimated $2.97M and leaving 502,606 shares worth $47.2M. The position accounts for 0.14% of the portfolio, ranked #96.
Lido Advisors first reported a position in SCHW in Q1 2017 and has held it in 31 quarters since. The position peaked at $51.1M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Lido Advisors held 502,606 shares of Charles Schwab worth $47.2M as of Q1 2026.
- Lido Advisors sold 30,269 Charles Schwab shares in Q1 2026, an estimated $2.97M.
- Charles Schwab made up 0.14% of Lido Advisors's portfolio in Q1 2026, its #96 holding.
- Lido Advisors first reported a position in Charles Schwab in Q1 2017 and has held it in 31 quarters since.
- Lido Advisors's Charles Schwab position peaked at $51.1M in Q4 2025.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.