Lido Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025

A detailed history of Lido Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 34,704 shares of SCHZ stock, worth $803,744. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,704
Previous 76,346 54.54%
Holding current value
$803,744
Previous $1.73 Million 53.66%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$22.46 - $23.26 $935,279 - $968,592
-41,642 Reduced 54.54%
34,704 $803,000
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $1.26 Million - $2.64 Million
55,540 Added 266.94%
76,346 $1.73 Million
Q3 2024

Nov 14, 2024
SELL
$45.2 - $47.87 $108,073 - $114,457
-2,391 Reduced 10.31%
20,806 $988,000
Q2 2024

Aug 14, 2024
SELL
$44.66 - $45.99 $85,166 - $87,702
-1,907 Reduced 7.6%
23,197 $1.06 Million
Q1 2024

May 15, 2024
SELL
$45.44 - $46.67 $805,015 - $826,805
-17,716 Reduced 41.37%
25,104 $1.15 Million
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $22,148 - $24,070
514 Added 1.21%
42,820 $2 Million
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $266,252 - $279,462
-6,032 Reduced 12.48%
42,306 $1.87 Million
Q2 2023

Aug 09, 2023
BUY
$45.86 - $47.33 $403,705 - $416,645
8,803 Added 22.27%
48,338 $2.23 Million
Q1 2023

May 15, 2023
BUY
$45.33 - $47.44 $1.79 Million - $1.88 Million
39,535 New
39,535 $1.85 Million

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
171M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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