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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$75.69 - $81.19 $705,582 - $756,853
-9,322 Reduced 13.64%
59,013 $4.59 Million
Q1 2024

May 15, 2024

BUY
$72.89 - $81.43 $4.98 Million - $5.56 Million
68,335 New
68,335 $5.56 Million
Q3 2023

Nov 14, 2023

BUY
$66.75 - $73.98 $13.1 Million - $14.5 Million
195,868 Added 144.78%
331,156 $22.4 Million
Q2 2023

Aug 09, 2023

BUY
$65.29 - $71.03 $3.41 Million - $3.71 Million
52,274 Added 62.97%
135,288 $9.61 Million
Q1 2023

May 15, 2023

BUY
$64.24 - $73.9 $4.45 Million - $5.12 Million
69,329 Added 506.61%
83,014 $5.63 Million
Q4 2022

Feb 14, 2023

BUY
$61.05 - $69.94 $54,151 - $62,036
887 Added 6.93%
13,685 $897,000
Q3 2022

Nov 14, 2022

SELL
$60.5 - $72.51 $19,481 - $23,348
-322 Reduced 2.45%
12,798 $774,000
Q2 2022

Aug 15, 2022

SELL
$60.91 - $76.4 $11,694 - $14,668
-192 Reduced 1.44%
13,120 $823,000
Q1 2022

May 17, 2022

SELL
$70.66 - $80.89 $37,025 - $42,386
-524 Reduced 3.79%
13,312 $1.01 Million
Q4 2021

Feb 15, 2022

BUY
$76.01 - $83.39 $68,104 - $74,717
896 Added 6.92%
13,836 $1.11 Million
Q3 2021

Feb 15, 2022

BUY
$74.65 - $80.95 $570,176 - $618,296
7,638 Added 144.06%
12,940 $991,000
Q3 2021

Nov 12, 2021

SELL
$74.65 - $80.95 $569,952 - $618,053
-7,635 Reduced 59.02%
5,302 $992,000
Q2 2021

Aug 12, 2021

SELL
$74.64 - $79.12 $671 - $712
-9 Reduced 0.07%
12,937 $1.01 Million
Q1 2021

May 13, 2021

BUY
$67.07 - $76.85 $34,272 - $39,270
511 Added 4.11%
12,946 $964,000
Q4 2020

Feb 08, 2021

BUY
$55.93 - $68.45 $18,177 - $22,246
325 Added 2.68%
12,435 $848,000
Q3 2020

Nov 12, 2020

SELL
$51.99 - $58.83 $103 - $117
-2 Reduced 0.02%
12,110 $672,000
Q2 2020

Aug 12, 2020

BUY
$39.01 - $57.03 $2,340 - $3,421
60 Added 0.5%
12,112 $637,000
Q1 2020

May 13, 2020

BUY
$35.83 - $62.24 $71,874 - $124,853
2,006 Added 19.97%
12,052 $508,000
Q4 2019

Feb 07, 2020

BUY
$54.56 - $60.24 $9,820 - $10,843
180 Added 1.82%
10,046 $604,000
Q3 2019

Nov 12, 2019

SELL
$56.23 - $57.59 $8,715 - $8,926
-155 Reduced 1.55%
9,866 $558,000
Q2 2019

Aug 14, 2019

BUY
N/A
4,903 Added 95.8%
10,021 $574,000
Q1 2019

May 10, 2019

BUY
N/A
5,118 New
5,118 $283,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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