Lido Advisors
SCHZ icon

Lido Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lido Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$683K Sell
29,512
-3,567
-11% -$82.5K ﹤0.01% 1301
2026
Q1 		$768K Sell
33,079
-1,645
-5% -$38.5K ﹤0.01% 1089
2025
Q4 		$815K Sell
34,724
-172
-0.5% -$4.04K ﹤0.01% 1095
2025
Q3 		$819K Buy
34,896
+1,554
+5% +$36.1K ﹤0.01% 1037
2025
Q2 		$775K Sell
33,342
-1,362
-4% -$31.3K ﹤0.01% 946
2025
Q1 		$804K Sell
34,704
-41,642
-55% -$954K ﹤0.01% 858
2024
Q4 		$1.73M Buy
76,346
+34,734
+83% +$802K 0.01% 558
2024
Q3 		$989K Sell
41,612
-4,782
-10% -$112K ﹤0.01% 712
2024
Q2 		$1.06M Sell
46,394
-3,814
-8% -$86.4K 0.01% 644
2024
Q1 		$1.15M Sell
50,208
-35,432
-41% -$815K 0.01% 594
2023
Q4 		$2M Buy
85,640
+1,028
+1% +$23K 0.01% 417
2023
Q3 		$1.87M Sell
84,612
-12,064
-12% -$273K 0.01% 399
2023
Q2 		$2.23M Buy
96,676
+17,606
+22% +$410K 0.02% 348
2023
Q1 		$1.85M Buy
+79,070
New +$1.84M 0.02% 355

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Lido Advisors's SCHZ Position: Q2 2026 in Review

Lido Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 11% in Q2 2026, selling an estimated $82.5K and leaving 29,512 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Lido Advisors first reported a position in SCHZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.23M in Q2 2023. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Lido Advisors held 29,512 shares of Schwab US Aggregate Bond ETF worth $683K as of Q2 2026.
  • Lido Advisors sold 3,567 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $82.5K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1301 holding.
  • Lido Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Lido Advisors's Schwab US Aggregate Bond ETF position peaked at $2.23M in Q2 2023.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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