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

Lido Advisors, LLC

$31.4 Billion
Q3 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 2,476,025 shares of SCHG stock, worth $79.9 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,476,025

Previous 519,330 376.77%

Holding current value

$79.9 Million

Previous $15.2 Million 420.86%

% of portfolio

0.25%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$28.92 - $32.19 $56.6 Million - $63 Million	1,956,695 Added 376.77%	2,476,025 $79 Million
Q2 2025 Aug 13, 2025	SELL	$22.27 - $29.21 $48.5 Million - $63.7 Million	-2,179,465 Reduced 80.76%	519,330 $15.2 Million
Q1 2025 May 15, 2025	BUY	$24.91 - $29.02 $5.64 Million - $6.57 Million	226,566 Added 9.16%	2,698,795 $67.6 Million
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $63 Million - $256 Million	2,429,670 Added 5708.95%	2,472,229 $68.9 Million
Q3 2024 Nov 14, 2024	SELL	$92.63 - $105.69 $287,801 - $328,378	-3,107 Reduced 6.8%	42,559 $4.43 Million

Q2 2024 Aug 14, 2024	SELL	$87.04 - $101.61 $523,806 - $611,488	-6,018 Reduced 11.64%	45,666 $4.6 Million
Q1 2024 May 15, 2024	SELL	$80.6 - $93.32 $21.4 Million - $24.7 Million	-265,080 Reduced 83.68%	51,684 $4.79 Million
Q4 2023 Feb 14, 2024	BUY	$70.08 - $83.37 $22.2 Million - $26.4 Million	316,764 New	316,764 $26.3 Million
Q2 2023 Aug 09, 2023	BUY	$63.6 - $74.95 $992,414 - $1.17 Million	15,604 Added 103.9%	30,623 $2.3 Million
Q1 2023 May 15, 2023	BUY	$54.19 - $65.17 $813,879 - $978,788	15,019 New	15,019 $978,000
Q1 2022 May 17, 2022	BUY	$65.63 - $82.62 $142,613 - $179,533	2,173 Added 100.0%	4,346 $325,000
Q4 2021 Feb 15, 2022	BUY	$73.11 - $83.4 $45,693 - $52,125	625 Added 40.37%	2,173 $358,000
Q3 2021 Feb 15, 2022	SELL	$73.24 - $78.94 $2.47 Million - $2.67 Million	-33,787 Reduced 95.62%	1,548 $230,000
Q3 2021 Nov 12, 2021	BUY	$73.24 - $78.94 $2.47 Million - $2.66 Million	33,758 Added 2140.65%	35,335 $229,000
Q2 2021 Aug 12, 2021	SELL	$65.3 - $73.24 $4,897 - $5,493	-75 Reduced 4.54%	1,577 $230,000
Q1 2021 May 13, 2021	SELL	$61.41 - $68.35 $184 - $205	-3 Reduced 0.18%	1,652 $214,000
Q4 2020 Feb 08, 2021	BUY	$55.95 - $64.38 $92,597 - $106,548	1,655 New	1,655 $212,000

Others Institutions Holding SCHG

# of Institutions

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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