Lido Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025

A detailed history of Lido Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 24,452 shares of SCHR stock, worth $616,923. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,452
Previous 9,609 154.47%
Holding current value
$616,923
Previous $238,000 157.14%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.54 - $25.07 $364,247 - $372,114
14,843 Added 154.47%
24,452 $612,000
Q1 2025

May 15, 2025
BUY
$24.05 - $24.86 $231,096 - $238,879
9,609 New
9,609 $238,000
Q4 2023

Feb 14, 2024
SELL
$47.09 - $49.87 $500,237 - $529,769
-10,623 Reduced 32.25%
22,318 $1.11 Million
Q3 2023

Nov 14, 2023
BUY
$47.78 - $49.59 $114,528 - $118,867
2,397 Added 7.85%
32,941 $1.58 Million
Q2 2023

Aug 09, 2023
BUY
$49.25 - $50.96 $47,624 - $49,278
967 Added 3.27%
30,544 $1.51 Million
Q1 2023

May 15, 2023
SELL
$48.55 - $50.78 $159,778 - $167,116
-3,291 Reduced 10.01%
29,577 $1.49 Million
Q4 2022

Feb 14, 2023
SELL
$48.12 - $50.24 $464,117 - $484,564
-9,645 Reduced 22.69%
32,868 $1.62 Million
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $689,698 - $744,386
14,168 Added 49.98%
42,513 $2.09 Million
Q2 2022

Aug 15, 2022
BUY
$50.08 - $52.78 $153,795 - $162,087
3,071 Added 12.15%
28,345 $1.46 Million
Q1 2022

May 17, 2022
BUY
$52.72 - $55.84 $254,057 - $269,092
4,819 Added 23.56%
25,274 $1.35 Million
Q4 2018

Feb 14, 2019
BUY
N/A
20,455 New
20,455 $1.08 Million

Others Institutions Holding SCHR

# of Institutions
502
Shares Held
376M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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