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Schwab Strategic Tr sht tm us tres shares owned by Lido Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 171k 24.40
2025-06-30 $1.9M 77k 24.38
2025-03-31 $1.9M 77k 24.34
2024-03-31 $629k 13k 48.21
2023-12-31 $814k 17k 48.45
2023-09-30 $249k 5.2k 47.92
2023-06-30 $447k 9.3k 48.06
2020-06-30 $3.2M 62k 51.64
2020-03-31 $10M 198k 51.73
2019-12-31 $9.5M 187k 50.48
2019-09-30 $6.8M 134k 50.59
2019-06-30 $7.0M 139k 50.59
2019-03-31 $5.1M 101k 50.18
2018-12-31 $2.9M 59k 49.91
2018-09-30 $2.0M 40k 49.56
2018-06-30 $1.1M 22k 49.73
2018-03-31 $350k 7.0k 49.75