Lido Advisors, LLC's ownership history for SCHW

Lido Advisors, LLC currently holds 532.9K shares with a market value of $51.1M. It started holding SCHW on 2024-09-30. At its peak, it held 532.9K shares on 2025-12-31. Its highest holding value was $51.1M on 2025-12-31. At its lowest, it held 386.3K shares on 2024-09-30, with a value of $25.0M on 2024-09-30. In the recent 180 days, Lido Advisors, LLC has increased its shares by 45.9K. In the recent year, Lido Advisors, LLC has increased its shares by 117.6K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $7.4K on 2024-09-30. At its peak, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $7.4K on 2024-12-31. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $6.5K on 2024-09-30.