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

Bought
Maintained
Sold
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