Lido Advisors’s Charles Schwab SCHW Stock Holding History

Lido Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-100	Closed	-$7.4K	–	1596
2024 Q4	$7.4K	Hold	100	–	–	﹤0.01%	1492
2024 Q3	$6.48K	Hold	100	–	–	﹤0.01%	1457
2024 Q2	$7.37K	Sell	100 -26,300	-100%	-$1.94M	﹤0.01%	1412
2024 Q1	$1.91M	Sell	26,400 -10,000	-27%	-$659K	0.01%	439
2023 Q4	$2.5M	Sell	36,400 -1,000	-3%	-$57.8K	0.02%	370
2023 Q3	$2.05M	Sell	37,400 -3,100	-8%	-$187K	0.02%	373
2023 Q2	$2.3M	Buy	40,500 +12,200	+43%	+$639K	0.02%	341
2023 Q1	$1.48M	Buy	+28,300	New	+$2.07M	0.01%	398

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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.