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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

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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
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