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

Lido Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.33M Buy
363,701
+19,671
+6% +$528K 0.03% 329
2025
Q4 		$9.15M Buy
344,030
+6,484
+2% +$173K 0.03% 335
2025
Q3 		$8.89M Buy
337,546
+127,944
+61% +$3.25M 0.03% 327
2025
Q2 		$5.12M Buy
209,602
+17,175
+9% +$388K 0.02% 365
2025
Q1 		$4.25M Sell
192,427
-190,053
-50% -$4.42M 0.02% 380
2024
Q4 		$8.87M Buy
382,480
+190,948
+100% +$4.45M 0.04% 234
2024
Q3 		$4.33M Sell
191,532
-33,708
-15% -$734K 0.02% 334
2024
Q2 		$4.84M Sell
225,240
-15,516
-6% -$321K 0.03% 294
2024
Q1 		$4.98M Buy
+240,756
New +$4.74M 0.03% 284
2023
Q4 		– Sell
-13,659
Closed -$230K – 1424
2023
Q3 		$230K Sell
13,659
-162,843
-92% -$2.86M ﹤0.01% 1031
2023
Q2 		$3.08M Sell
176,502
-215,091
-55% -$3.55M 0.02% 296
2023
Q1 		$6.31M Buy
391,593
+89,673
+30% +$1.41M 0.06% 178
2022
Q4 		$4.54M Buy
301,920
+12
+0% +$182 0.06% 179
2022
Q3 		$4.26M Buy
301,908
+2,514
+0.8% +$39.4K 0.05% 161
2022
Q2 		$4.46M Sell
299,394
-1,413
-0.5% -$22.9K 0.06% 139
2022
Q1 		$5.4M Sell
300,807
-9
-0% -$159 0.06% 143
2021
Q4 		$5.71M Buy
300,816
+12
+0% +$222 0.06% 151
2021
Q3 		$5.21M Buy
300,804
+126
+0% +$2.25K 0.07% 150
2021
Q2 		$5.21M Sell
300,678
-3,930
-1% -$66.3K 0.07% 150
2021
Q1 		$4.88M Sell
304,608
-2,058
-0.7% -$32.2K 0.08% 135
2020
Q4 		$4.65M Buy
306,666
+4,896
+2% +$70.1K 0.1% 125
2020
Q3 		$4.05M Buy
301,770
+23,178
+8% +$308K 0.1% 114
2020
Q2 		$3.44M Buy
278,592
+1,800
+0.7% +$21K 0.1% 116
2020
Q1 		$2.83M Buy
276,792
+42,054
+18% +$511K 0.12% 106
2019
Q4 		$3M Sell
234,738
-1,998
-0.8% -$24.5K 0.12% 111
2019
Q3 		$2.8M Buy
236,736
+81,666
+53% +$962K 0.14% 98
2019
Q2 		$1.82M Buy
155,070
+25,374
+20% +$291K 0.1% 117
2019
Q1 		$1.46M Buy
+129,696
New +$1.41M 0.09% 131

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lido Advisors's SCHX Position: Q1 2026 in Review

Lido Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 5.7% in Q1 2026, buying an estimated $528K and bringing the position to 363,701 shares worth $9.33M. The position accounts for 0.03% of the portfolio, ranked #329.

Lido Advisors first reported a position in SCHX in Q1 2019 and has held it in 28 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Lido Advisors held 363,701 shares of Schwab US Large- Cap ETF worth $9.33M as of Q1 2026.
  • Lido Advisors bought 19,671 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $528K.
  • Schwab US Large- Cap ETF made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #329 holding.
  • Lido Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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