Schwab U S Broad Market ETF shares owned by Lido Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 172k | 61.05 |
| 2023-12-31 | $9.9M | 177k | 55.67 |
| 2023-09-30 | $8.7M | 175k | 49.85 |
| 2023-06-30 | $9.3M | 179k | 51.70 |
| 2023-03-31 | $8.3M | 173k | 47.85 |
| 2022-12-31 | $1.9M | 43k | 44.81 |
| 2022-09-30 | $1.8M | 43k | 41.97 |
| 2022-06-30 | $1.6M | 35k | 44.17 |
| 2022-03-31 | $1.8M | 34k | 53.36 |
| 2021-12-31 | $1.5M | 14k | 112.95 |
| 2021-09-30 | $1.6M | 15k | 103.81 |
| 2021-06-30 | $1.6M | 15k | 104.30 |
| 2021-03-31 | $600k | 6.2k | 96.71 |
| 2020-12-31 | $564k | 6.2k | 90.98 |
| 2020-09-30 | $314k | 3.9k | 79.72 |