Schwab Strategic Tr us dividend eq shares owned by Lido Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 1.2M | 27.30 |
| 2025-03-31 | $1.2M | 43k | 27.96 |
| 2024-12-31 | $897k | 33k | 27.32 |
| 2024-09-30 | $339k | 4.0k | 84.54 |
| 2024-06-30 | $897k | 11k | 78.59 |
| 2024-03-31 | $1.1M | 13k | 80.63 |
| 2023-06-30 | $1.5M | 21k | 72.62 |
| 2023-03-31 | $2.1M | 29k | 73.16 |
| 2022-12-31 | $1.2M | 15k | 75.54 |
| 2022-09-30 | $896k | 14k | 64.41 |
| 2022-06-30 | $846k | 12k | 71.57 |
| 2022-03-31 | $1.0M | 13k | 78.87 |
| 2021-12-31 | $1.0M | 13k | 80.80 |
| 2021-09-30 | $1.0M | 14k | 74.19 |
| 2021-06-30 | $1.0M | 14k | 75.62 |
| 2021-03-31 | $1.1M | 15k | 72.92 |
| 2020-12-31 | $740k | 12k | 64.07 |
| 2020-09-30 | $852k | 15k | 55.33 |
| 2020-06-30 | $590k | 11k | 51.77 |
| 2020-03-31 | $513k | 11k | 45.02 |
| 2019-12-31 | $521k | 9.0k | 57.94 |
| 2019-09-30 | $492k | 9.0k | 54.73 |
| 2019-06-30 | $480k | 9.0k | 53.41 |
| 2019-03-31 | $323k | 6.2k | 52.21 |
| 2016-12-31 | $1.5M | 35k | 43.56 |
| 2016-09-30 | $1.1M | 25k | 42.33 |
| 2016-06-30 | $866k | 21k | 41.42 |
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