Schwab U S Large Cap Growth ETF shares owned by Lido Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79M | 2.5M | 31.91 |
| 2025-06-30 | $15M | 519k | 29.21 |
| 2025-03-31 | $68M | 2.7M | 25.04 |
| 2024-12-31 | $69M | 2.5M | 27.87 |
| 2024-09-30 | $4.4M | 43k | 104.18 |
| 2024-06-30 | $4.6M | 46k | 100.95 |
| 2024-03-31 | $4.8M | 52k | 92.72 |
| 2023-12-31 | $19M | 317k | 60.33 |
| 2023-06-30 | $2.3M | 31k | 74.95 |
| 2023-03-31 | $979k | 15k | 65.17 |
| 2022-06-30 | $252k | 4.3k | 57.98 |
| 2022-03-31 | $325k | 4.3k | 74.78 |
| 2021-12-31 | $358k | 2.2k | 164.75 |
| 2021-09-30 | $229k | 35k | 6.48 |
| 2021-06-30 | $230k | 1.6k | 145.85 |
| 2021-03-31 | $214k | 1.7k | 129.54 |
| 2020-12-31 | $212k | 1.7k | 128.10 |
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