Lido Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024

A detailed history of Lido Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lido Advisors, LLC holds 42,559 shares of SCHG stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
42,559
Previous 45,666 6.8%
Holding current value
$1.23 Million
Previous $4.6 Million 3.71%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$92.63 - $105.69 $287,801 - $328,378
-3,107 Reduced 6.8%
42,559 $4.43 Million
Q2 2024

Aug 14, 2024
SELL
$87.04 - $101.61 $523,806 - $611,488
-6,018 Reduced 11.64%
45,666 $4.6 Million
Q1 2024

May 15, 2024
SELL
$80.6 - $93.32 $21.4 Million - $24.7 Million
-265,080 Reduced 83.68%
51,684 $4.79 Million
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $22.2 Million - $26.4 Million
316,764 New
316,764 $26.3 Million
Q2 2023

Aug 09, 2023
BUY
$63.6 - $74.95 $992,414 - $1.17 Million
15,604 Added 103.9%
30,623 $2.3 Million
Q1 2023

May 15, 2023
BUY
$54.19 - $65.17 $813,879 - $978,788
15,019 New
15,019 $978,000
Q1 2022

May 17, 2022
BUY
$65.63 - $82.62 $142,613 - $179,533
2,173 Added 100.0%
4,346 $325,000
Q4 2021

Feb 15, 2022
BUY
$73.11 - $83.4 $45,693 - $52,125
625 Added 40.37%
2,173 $358,000
Q3 2021

Feb 15, 2022
SELL
$73.24 - $78.94 $2.47 Million - $2.67 Million
-33,787 Reduced 95.62%
1,548 $230,000
Q3 2021

Nov 12, 2021
BUY
$73.24 - $78.94 $2.47 Million - $2.66 Million
33,758 Added 2140.65%
35,335 $229,000
Q2 2021

Aug 12, 2021
SELL
$65.3 - $73.24 $4,897 - $5,493
-75 Reduced 4.54%
1,577 $230,000
Q1 2021

May 13, 2021
SELL
$61.41 - $68.35 $184 - $205
-3 Reduced 0.18%
1,652 $214,000
Q4 2020

Feb 08, 2021
BUY
$55.95 - $64.38 $92,597 - $106,548
1,655 New
1,655 $212,000

Others Institutions Holding SCHG

# of Institutions
1,313
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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