Lido Advisors
SCHW

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
2026
Q2 		$185K Buy
+2,000
New +$182K ﹤0.01% 1976

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lido Advisors's SCHW Position: Q2 2026 in Review

Lido Advisors reduced its Charles Schwab (SCHW) stake by 3.9% in Q2 2026, selling an estimated $1.79M and leaving 482,946 shares worth $44.6M. The position accounts for 0.12% of the portfolio, ranked #111.

Lido Advisors first reported a position in SCHW in Q1 2017 and has held it in 32 quarters since. The position peaked at $51.1M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Lido Advisors held 482,946 shares of Charles Schwab worth $44.6M as of Q2 2026.
  • Lido Advisors sold 19,660 Charles Schwab shares in Q2 2026, an estimated $1.79M.
  • Charles Schwab made up 0.12% of Lido Advisors's portfolio in Q2 2026, its #111 holding.
  • Lido Advisors first reported a position in Charles Schwab in Q1 2017 and has held it in 32 quarters since.
  • Lido Advisors's Charles Schwab position peaked at $51.1M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.