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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Lido Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $269k | 3.9k | 68.43 |
2021-06-30 | $271k | 4.0k | 68.33 |
2021-03-31 | $259k | 4.0k | 65.32 |
2020-12-31 | $200k | 3.4k | 59.28 |