Lido Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024

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 20,806 shares of SCHZ stock, worth $471,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,806
Previous 23,197 10.31%
Holding current value
$471,880
Previous $1.06 Million 6.53%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
659
Shares Held
143M
Call Options Held
100
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email