Schwab Strategic Tr intrm trm shares owned by Lido Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Schwab Strategic Tr intrm trm
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr intrm trm held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr intrm trm by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $612k | 25k | 25.03 |
| 2025-03-31 | $239k | 9.6k | 24.86 |
| 2023-12-31 | $1.1M | 22k | 49.72 |
| 2023-09-30 | $1.6M | 33k | 47.94 |
| 2023-06-30 | $1.5M | 31k | 49.28 |
| 2023-03-31 | $1.5M | 30k | 50.43 |
| 2022-12-31 | $1.6M | 33k | 49.23 |
| 2022-09-30 | $2.1M | 43k | 49.14 |
| 2022-06-30 | $1.5M | 28k | 51.58 |
| 2022-03-31 | $1.3M | 25k | 53.22 |
| 2018-12-31 | $1.1M | 21k | 52.95 |
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