Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
AC
AlphaCore Capital
La Jolla, California
$4.22B AUM
21.28%
1-Year Est. Return
FC
Financial Consulate
Hunt Valley, Maryland
$803M AUM
16.89%
1-Year Est. Return
OWM
Opes Wealth Management
Menlo Park, California
$609M AUM
20.17%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
SS
Sound Stewardship
Overland Park, Kansas
$242M AUM
18.98%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close