Lido Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
209,602
+17,175
| +9% | +$420K | 0.02% | 344 |
|
|
2025
Q1 | $4.25M | Sell |
192,427
-190,053
| -50% | -$4.2M | 0.02% | 362 |
|
|
2024
Q4 | $8.87M | Buy |
382,480
+190,948
| +100% | +$4.43M | 0.04% | 221 |
|
|
2024
Q3 | $4.33M | Sell |
191,532
-33,708
| -15% | -$762K | 0.02% | 310 |
|
|
2024
Q2 | $4.84M | Sell |
225,240
-15,516
| -6% | -$333K | 0.03% | 277 |
|
|
2024
Q1 | $4.98M | Buy |
+240,756
| New | +$4.98M | 0.03% | 270 |
|
|
2023
Q4 | – | Sell |
-13,659
| Closed | -$230K | – | 1228 |
|
|
2023
Q3 | $230K | Sell |
13,659
-162,843
| -92% | -$2.75M | ﹤0.01% | 922 |
|
|
2023
Q2 | $3.08M | Sell |
176,502
-215,091
| -55% | -$3.75M | 0.02% | 280 |
|
|
2023
Q1 | $6.31M | Buy |
391,593
+89,673
| +30% | +$1.45M | 0.06% | 171 |
|
|
2022
Q4 | $4.54M | Buy |
301,920
+12
| +0% | +$181 | 0.06% | 169 |
|
|
2022
Q3 | $4.26M | Buy |
301,908
+2,514
| +0.8% | +$35.5K | 0.05% | 148 |
|
|
2022
Q2 | $4.46M | Sell |
299,394
-1,413
| -0.5% | -$21K | 0.06% | 126 |
|
|
2022
Q1 | $5.4M | Sell |
300,807
-9
| -0% | -$162 | 0.06% | 132 |
|
|
2021
Q4 | $5.71M | Buy |
300,816
+12
| +0% | +$228 | 0.06% | 138 |
|
|
2021
Q3 | $5.22M | Buy |
300,804
+126
| +0% | +$2.18K | 0.07% | 134 |
|
|
2021
Q2 | $5.21M | Sell |
300,678
-3,930
| -1% | -$68.1K | 0.07% | 133 |
|
|
2021
Q1 | $4.88M | Sell |
304,608
-2,058
| -0.7% | -$32.9K | 0.08% | 120 |
|
|
2020
Q4 | $4.65M | Buy |
306,666
+4,896
| +2% | +$74.2K | 0.1% | 113 |
|
|
2020
Q3 | $4.06M | Buy |
301,770
+23,178
| +8% | +$311K | 0.1% | 103 |
|
|
2020
Q2 | $3.44M | Buy |
278,592
+1,800
| +0.7% | +$22.2K | 0.1% | 107 |
|
|
2020
Q1 | $2.83M | Buy |
276,792
+42,054
| +18% | +$429K | 0.12% | 96 |
|
|
2019
Q4 | $3.01M | Sell |
234,738
-1,998
| -0.8% | -$25.6K | 0.12% | 98 |
|
|
2019
Q3 | $2.8M | Buy |
236,736
+81,666
| +53% | +$966K | 0.14% | 85 |
|
|
2019
Q2 | $1.82M | Buy |
155,070
+25,374
| +20% | +$298K | 0.1% | 104 |
|
|
2019
Q1 | $1.46M | Buy |
+129,696
| New | +$1.46M | 0.09% | 119 |
|