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 23,842 shares of SCHV stock, worth $622,037. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,842

Previous 27,223 12.42%

Holding current value

$622,037

Previous $2.02 Million 4.96%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$73.43 - $80.37 $248,266 - $271,730	-3,381 Reduced 12.42%	23,842 $1.92 Million
Q2 2024 Aug 14, 2024	SELL	$71.74 - $75.86 $77,694 - $82,156	-1,083 Reduced 3.83%	27,223 $2.02 Million
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	$59.13 - $69.24 $413 - $484	-7 Reduced 0.12%	5,889 $388,000
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $26,329 - $31,059	-450 Reduced 7.09%	5,896 $382,000
Q2 2022 Aug 15, 2022	SELL	$60.93 - $72.3 $8,286 - $9,832	-136 Reduced 2.1%	6,346 $396,000
Q1 2022 May 17, 2022	BUY	$67.71 - $74.19 $9,682 - $10,609	143 Added 2.26%	6,482 $462,000
Q4 2021 Feb 15, 2022	BUY	$67.9 - $73.3 $163,503 - $176,506	2,408 Added 61.26%	6,339 $463,000
Q3 2021 Feb 15, 2022	BUY	$66.91 - $71.05 $134,622 - $142,952	2,012 Added 104.85%	3,931 $269,000
Q3 2021 Nov 12, 2021	SELL	$66.91 - $71.05 $136,964 - $145,439	-2,047 Reduced 51.61%	1,919 $265,000
Q2 2021 Aug 12, 2021	BUY	$65.81 - $69.75 $65 - $69	1 Added 0.03%	3,966 $271,000
Q1 2021 May 13, 2021	BUY	$58.71 - $65.66 $34,697 - $38,805	591 Added 17.52%	3,965 $259,000
Q4 2020 Feb 08, 2021	BUY	$50.83 - $59.53 $171,500 - $200,854	3,374 New	3,374 $200,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account

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