Position history for Lido Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Lido Advisors, LLC holds 3.2M shares of SCHG (SCHWAB STRATEGIC TR), worth $102.1M as of 2025-Q4. The position was increased (++28.2% shares). SCHG represents 0.3% of Lido Advisors, LLC's portfolio.
Current Value
$102.1M
Current Shares
3.2M
Total Value Change
+$97.5M
Total Shares Change
+3.1M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.
Increased |
| 3.2M |
+28.2% |
| $102.1M |
| 0.3% |
| $32.88 |
45 |
| 2025-Q3 | Increased | 2.5M | +376.8% | $79M | 0.2% | $31.75 | 57 |
| 2025-Q2 | Decreased | 519,330 | -80.8% | $15.2M | 0.1% | $28.96 | 0 |
| 2025-Q1 | Increased | 2.7M | +9.2% | $67.6M | 0.3% | $24.95 | 39 |
| 2024-Q4 | Increased | 2.5M | +5708.9% | $68.9M | 0.3% | $28.03 | 57 |
| 2024-Q3 | Decreased | 42,559 | -6.8% | $4.4M | 0.0% | $25.78 | 0 |
| 2024-Q2 | Decreased | 45,666 | -11.6% | $4.6M | 0.0% | $25.06 | 0 |