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Schwab Strategic Tr shares owned by Lido Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Lido Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 8.3k 25.82

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View all positions for Lido Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Fort Point Capital Partners
Pallas Capital Advisors
United Capital Financial Advisers
Envestnet Asset Management
Wedmont Private Capital
Wealth Enhancement Advisory Services
Smith, Moore & Co.
Quantinno Capital Management
Adviser Investments

View all funds holding Schwab Strategic Tr