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

Lido Advisors, LLC

  • $16.8 Billion
  • Q1 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 28,306 shares of SCHV stock, worth $2.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,306
Previous 35,648 20.6%
Holding current value
$2.09 Million
Previous $2.5 Million 13.93%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$68.82 - $75.98 $505,276 - $557,845
-7,342 Reduced 20.6%
28,306 $2.15 Million
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $13.3 Million - $15.3 Million
-217,268 Reduced 85.91%
35,648 $2.5 Million
Q3 2023

Nov 14, 2023
SELL
$64.45 - $69.39 $2.14 Million - $2.31 Million
-33,229 Reduced 11.61%
252,916 $16.3 Million
Q2 2023

Aug 09, 2023
SELL
$63.33 - $67.21 $4.11 Million - $4.37 Million
-64,962 Reduced 18.5%
286,145 $19.2 Million
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $21.6 Million - $23.9 Million
345,218 Added 5862.08%
351,107 $23 Million
Q4 2022

Feb 14, 2023
SELL
$64.27 - $69.24 $449 - $484
-7 Reduced 0.12%
5,889 $388,000
Q3 2022

Nov 14, 2022
SELL
N/A
-450 Reduced 7.09%
5,896 $382,000
Q2 2022

Aug 15, 2022
SELL
N/A
-136 Reduced 2.1%
6,346 $396,000
Q1 2022

May 17, 2022
BUY
N/A
143 Added 2.26%
6,482 $462,000
Q4 2021

Feb 15, 2022
BUY
N/A
2,408 Added 61.26%
6,339 $463,000
Q3 2021

Feb 15, 2022
BUY
N/A
2,012 Added 104.85%
3,931 $269,000
Q3 2021

Nov 12, 2021
SELL
N/A
-2,047 Reduced 51.61%
1,919 $265,000
Q2 2021

Aug 12, 2021
BUY
N/A
1 Added 0.03%
3,966 $271,000
Q1 2021

May 13, 2021
BUY
N/A
591 Added 17.52%
3,965 $259,000
Q4 2020

Feb 08, 2021
BUY
N/A
3,374 New
3,374 $200,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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