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Lido Advisors, LLC: SCHW position timeline

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

Lido Advisors, LLC held 482,946 SCHW 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 482,946 shares
    Change vs previous 13F -19,660 shares

    0.16% of the 13F portfolio, value $44,561,595.

    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 502,606 shares
    Change vs previous 13F -30,269 shares

    0.19% of the 13F portfolio, value $47,235,124.

    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 532,875 shares
    Change vs previous 13F +3,627 shares

    0.2% of the 13F portfolio, value $51,124,939.

    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 529,248 shares
    Change vs previous 13F +42,244 shares

    0.21% of the 13F portfolio, value $50,527,365.

    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 487,004 shares
    Change vs previous 13F +18,391 shares

    0.23% of the 13F portfolio, value $44,434,338.

    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 468,613 shares
    Change vs previous 13F +53,319 shares

    0.22% of the 13F portfolio, value $36,683,087.

    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 415,294 shares
    Change vs previous 13F +29,028 shares

    0.19% of the 13F portfolio, value $30,735,927.

    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 386,266 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $25,033,939.

    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).