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Lido Advisors, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on SCHG, newest first. How the timeline and the estimate are built.

Lido Advisors, LLC held 665,083 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 665,083 shares
    Change vs previous 13F -2,449,100 shares

    0.08% of the 13F portfolio, value $22,506,456.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,114,183 shares
    Change vs previous 13F -59,779 shares

    0.36% of the 13F portfolio, value $90,716,180.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,173,962 shares
    Change vs previous 13F +697,937 shares

    0.4% of the 13F portfolio, value $102,129,258.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,476,025 shares
    Change vs previous 13F +1,956,695 shares

    0.32% of the 13F portfolio, value $79,009,972.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 519,330 shares
    Change vs previous 13F -2,179,465 shares

    0.08% of the 13F portfolio, value $15,169,641.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,698,795 shares
    Change vs previous 13F +226,566 shares

    0.4% of the 13F portfolio, value $67,577,844.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,472,229 shares
    Change vs previous 13F +2,429,670 shares

    0.43% of the 13F portfolio, value $68,901,026.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,559 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,433,841.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).