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Lido Advisors, LLC: SCHX position timeline

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

Lido Advisors, LLC held 321,282 SCHX 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 321,282 shares
    Change vs previous 13F -42,419 shares

    0.03% of the 13F portfolio, value $9,455,368.

    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 363,701 shares
    Change vs previous 13F +19,671 shares

    0.04% of the 13F portfolio, value $9,326,507.

    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 344,030 shares
    Change vs previous 13F +6,484 shares

    0.04% of the 13F portfolio, value $9,150,352.

    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 337,546 shares
    Change vs previous 13F +127,944 shares

    0.04% of the 13F portfolio, value $8,891,021.

    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 209,602 shares
    Change vs previous 13F +17,175 shares

    0.03% of the 13F portfolio, value $5,122,693.

    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 192,427 shares
    Change vs previous 13F -190,053 shares

    0.03% of the 13F portfolio, value $4,248,790.

    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 382,480 shares
    Change vs previous 13F +318,636 shares

    0.06% of the 13F portfolio, value $8,865,864.

    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 63,844 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,331,845.

    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).