Schwab Strategic Tr cmn shares owned by Lido Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 98k | 29.12 |
| 2025-06-30 | $2.5M | 92k | 27.67 |
| 2025-03-31 | $2.5M | 94k | 26.58 |
| 2024-12-31 | $2.5M | 96k | 26.07 |
| 2024-09-30 | $1.9M | 24k | 80.37 |
| 2024-06-30 | $2.0M | 27k | 74.52 |
| 2024-03-31 | $2.2M | 28k | 75.98 |
| 2023-12-31 | $2.5M | 36k | 70.10 |
| 2023-09-30 | $16M | 253k | 64.46 |
| 2023-06-30 | $19M | 286k | 67.09 |
| 2023-03-31 | $23M | 351k | 65.58 |
| 2022-12-31 | $389k | 5.9k | 66.02 |
| 2022-09-30 | $382k | 5.9k | 64.79 |
| 2022-06-30 | $396k | 6.3k | 62.40 |
| 2022-03-31 | $462k | 6.5k | 71.27 |
| 2021-12-31 | $463k | 6.3k | 73.04 |
| 2021-09-30 | $265k | 1.9k | 138.09 |
| 2021-06-30 | $271k | 4.0k | 68.33 |
| 2021-03-31 | $259k | 4.0k | 65.32 |
| 2020-12-31 | $200k | 3.4k | 59.28 |