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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors's SCHZ Position: Q1 2026 in Review

Lido Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.7% in Q1 2026, selling an estimated $38.5K and leaving 33,079 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Lido Advisors first reported a position in SCHZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.23M in Q2 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Lido Advisors held 33,079 shares of Schwab US Aggregate Bond ETF worth $768K as of Q1 2026.
Lido Advisors sold 1,645 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $38.5K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1089 holding.
Lido Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Lido Advisors's Schwab US Aggregate Bond ETF position peaked at $2.23M in Q2 2023.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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