Lido Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
12,238
-603
| -5% | -$14.5K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $295K | Buy |
12,841
+35
| +0.3% | +$805 | ﹤0.01% | 1130 |
|
|
2024
Q4 | $298K | Buy |
12,806
+41
| +0.3% | +$954 | ﹤0.01% | 1109 |
|
|
2024
Q3 | $299K | Sell |
12,765
-834
| -6% | -$19.6K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $299K | Sell |
13,599
-9,246
| -40% | -$203K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $505K | Buy |
22,845
+75
| +0.3% | +$1.66K | ﹤0.01% | 820 |
|
|
2023
Q4 | $464K | Buy |
22,770
+99
| +0.4% | +$2.02K | ﹤0.01% | 797 |
|
|
2023
Q3 | $416K | Buy |
22,671
+84
| +0.4% | +$1.54K | ﹤0.01% | 714 |
|
|
2023
Q2 | $427K | Buy |
22,587
+4,686
| +26% | +$88.6K | ﹤0.01% | 707 |
|
|
2023
Q1 | $323K | Buy |
17,901
+87
| +0.5% | +$1.57K | ﹤0.01% | 768 |
|
|
2022
Q4 | $312K | Buy |
17,814
+99
| +0.6% | +$1.74K | ﹤0.01% | 699 |
|
|
2022
Q3 | $278K | Buy |
17,715
+3,639
| +26% | +$57.1K | ﹤0.01% | 687 |
|
|
2022
Q2 | $235K | Buy |
14,076
+72
| +0.5% | +$1.2K | ﹤0.01% | 719 |
|
|
2022
Q1 | $269K | Buy |
14,004
+51
| +0.4% | +$980 | ﹤0.01% | 751 |
|
|
2021
Q4 | $269K | Buy |
+13,953
| New | +$269K | ﹤0.01% | 745 |
|