Lido Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Lido Advisors, LLC
- $25.9 Billion
- Q2 2025
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 519,330 shares of SCHG stock, worth $15.8 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
519,330
Previous 2,698,795
80.76%
Holding current value
$15.8 Million
Previous $67.6 Million
77.55%
% of portfolio
0.06%
Previous 0.28%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,600Shares Held
810MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.69 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.4 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.17 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1 Billion0.17% of portfolio