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Lido Advisors, LLC: SCHM position timeline

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

Lido Advisors, LLC held 179,442 SCHM 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 179,442 shares
    Change vs previous 13F -27,623 shares

    0.02% of the 13F portfolio, value $6,616,053.

    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 207,065 shares
    Change vs previous 13F -97,674 shares

    0.03% of the 13F portfolio, value $6,410,769.

    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 304,739 shares
    Change vs previous 13F -14,908 shares

    0.04% of the 13F portfolio, value $9,077,336.

    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 319,647 shares
    Change vs previous 13F +292,707 shares

    0.04% of the 13F portfolio, value $9,476,361.

    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 26,940 shares
    Change vs previous 13F -98,488 shares

    <0.01% of the 13F portfolio, value $755,667.

    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 125,428 shares
    Change vs previous 13F -10,877 shares

    0.02% of the 13F portfolio, value $3,286,234.

    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 136,305 shares
    Change vs previous 13F +94,326 shares

    0.02% of the 13F portfolio, value $3,777,012.

    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 41,979 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,488,111.

    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).