Lido Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Lido Advisors, LLC
- $17.8 Billion
- Q2 2024
A detailed history of Lido Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lido Advisors, LLC holds 59,013 shares of SCHM stock, worth $1.63 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
59,013
Previous 68,335
13.64%
Holding current value
$1.63 Million
Previous $5.56 Million
17.47%
% of portfolio
0.03%
Previous 0.03%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio