Charles Schwab Corporation shares owned by Lido Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 529k | 95.47 |
| 2025-06-30 | $44M | 487k | 91.24 |
| 2025-03-31 | $37M | 469k | 78.28 |
| 2024-12-31 | $31M | 415k | 74.01 |
| 2024-09-30 | $25M | 386k | 64.81 |
| 2024-06-30 | $27M | 360k | 73.69 |
| 2024-03-31 | $27M | 367k | 72.34 |
| 2023-12-31 | $25M | 368k | 68.80 |
| 2023-09-30 | $20M | 364k | 54.90 |
| 2023-06-30 | $21M | 363k | 56.68 |
| 2023-03-31 | $4.1M | 78k | 52.38 |
| 2022-12-31 | $1.2M | 15k | 83.26 |
| 2022-09-30 | $4.2M | 62k | 68.27 |
| 2022-06-30 | $969k | 15k | 63.13 |
| 2022-03-31 | $1.2M | 14k | 84.26 |
| 2021-12-31 | $811k | 9.7k | 84.02 |
| 2021-09-30 | $554k | 7.6k | 72.82 |
| 2021-06-30 | $591k | 8.1k | 72.77 |
| 2021-03-31 | $268k | 4.1k | 65.16 |
| 2020-12-31 | $9.9M | 187k | 53.04 |
| 2020-09-30 | $6.2M | 171k | 36.23 |
| 2019-12-31 | $236k | 5.0k | 47.52 |
| 2019-09-30 | $623k | 15k | 41.84 |
| 2019-06-30 | $253k | 6.3k | 40.11 |
| 2019-03-31 | $250k | 5.9k | 42.68 |
| 2018-06-30 | $220k | 4.3k | 50.94 |
| 2018-03-31 | $231k | 4.4k | 52.20 |
| 2017-06-30 | $227k | 5.3k | 42.90 |
| 2017-03-31 | $218k | 5.4k | 40.41 |