Lido Advisors
FNDB icon

Lido Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Lido Advisors’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Sell
8,563
-136
-2% -$4.01K ﹤0.01% 1820
2026
Q1 		$237K Sell
8,699
-3,574
-29% -$99K ﹤0.01% 1695
2025
Q4 		$316K Hold
12,273
– – ﹤0.01% 1539
2025
Q3 		$316K Buy
12,273
+35
+0.3% +$869 ﹤0.01% 1461
2025
Q2 		$293K Sell
12,238
-603
-5% -$13.7K ﹤0.01% 1355
2025
Q1 		$295K Buy
12,841
+35
+0.3% +$829 ﹤0.01% 1221
2024
Q4 		$298K Buy
12,806
+41
+0.3% +$976 ﹤0.01% 1217
2024
Q3 		$299K Sell
12,765
-834
-6% -$18.8K ﹤0.01% 1171
2024
Q2 		$299K Sell
13,599
-9,246
-40% -$200K ﹤0.01% 1124
2024
Q1 		$505K Buy
22,845
+75
+0.3% +$1.57K ﹤0.01% 902
2023
Q4 		$464K Buy
22,770
+99
+0.4% +$1.87K ﹤0.01% 883
2023
Q3 		$416K Buy
22,671
+84
+0.4% +$1.6K ﹤0.01% 796
2023
Q2 		$427K Buy
22,587
+4,686
+26% +$85.2K ﹤0.01% 788
2023
Q1 		$323K Buy
17,901
+87
+0.5% +$1.58K ﹤0.01% 845
2022
Q4 		$312K Buy
17,814
+99
+0.6% +$1.73K ﹤0.01% 779
2022
Q3 		$278K Buy
17,715
+3,639
+26% +$63.4K ﹤0.01% 779
2022
Q2 		$235K Buy
14,076
+72
+0.5% +$1.31K ﹤0.01% 819
2022
Q1 		$269K Buy
14,004
+51
+0.4% +$971 ﹤0.01% 846
2021
Q4 		$269K Buy
+13,953
New +$263K ﹤0.01% 847

Other funds holding FNDB

AlphaCore Capital
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lido Advisors's FNDB Position: Q2 2026 in Review

Lido Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 1.6% in Q2 2026, selling an estimated $4.01K and leaving 8,563 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Lido Advisors first reported a position in FNDB in Q4 2021 and has held it in 19 quarters since. The position peaked at $505K in Q1 2024. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Lido Advisors held 8,563 shares of Schwab Fundamental US Broad Market Index ETF worth $261K as of Q2 2026.
  • Lido Advisors sold 136 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $4.01K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1820 holding.
  • Lido Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2021 and has held it in 19 quarters since.
  • Lido Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $505K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.