Lido Advisors
FNDX icon

Lido Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Lido Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.21M Buy
167,628
+12,817
+8% +$387K 0.01% 496
2026
Q1 		$4.31M Sell
154,811
-7,139
-4% -$202K 0.01% 484
2025
Q4 		$4.28M Buy
161,950
+7,986
+5% +$214K 0.01% 502
2025
Q3 		$4.05M Buy
153,964
+15,464
+11% +$393K 0.01% 492
2025
Q2 		$3.4M Buy
138,500
+25,556
+23% +$595K 0.01% 460
2025
Q1 		$2.67M Sell
112,944
-3,968
-3% -$95.9K 0.01% 478
2024
Q4 		$2.77M Buy
116,912
+68,786
+143% +$1.67M 0.01% 447
2024
Q3 		$1.15M Buy
+48,126
New +$1.11M 0.01% 657
2023
Q2 		– Sell
-34,914
Closed -$639K – 1248
2023
Q1 		$639K Buy
34,914
+8,664
+33% +$159K 0.01% 599
2022
Q4 		$468K Hold
26,250
– – 0.01% 610
2022
Q3 		$417K Buy
26,250
+3,000
+13% +$52.9K 0.01% 609
2022
Q2 		$394K Buy
23,250
+2,250
+11% +$41.4K 0.01% 619
2022
Q1 		$409K Buy
21,000
+6,000
+40% +$116K ﹤0.01% 672
2021
Q4 		$293K Hold
15,000
– – ﹤0.01% 815
2021
Q3 		$269K Hold
15,000
– – ﹤0.01% 777
2021
Q2 		$274K Hold
15,000
– – ﹤0.01% 749
2021
Q1 		$258K Sell
15,000
-303
-2% -$4.94K ﹤0.01% 716
2020
Q4 		$231K Buy
+15,303
New +$216K ﹤0.01% 713
2020
Q2 		– Sell
-22,929
Closed -$239K – 628
2020
Q1 		$239K Buy
22,929
+7,929
+53% +$103K 0.01% 474
2019
Q4 		$213K Buy
+15,000
New +$205K 0.01% 610
2019
Q3 		– Sell
-15,432
Closed -$201K – 586
2019
Q2 		$201K Buy
+15,432
New +$198K 0.01% 516

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors's FNDX Position: Q2 2026 in Review

Lido Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8.3% in Q2 2026, buying an estimated $387K and bringing the position to 167,628 shares worth $5.21M. The position accounts for 0.01% of the portfolio, ranked #496.

Lido Advisors first reported a position in FNDX in Q2 2019 and has held it in 21 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Lido Advisors held 167,628 shares of Schwab Fundamental US Large Company Index ETF worth $5.21M as of Q2 2026.
  • Lido Advisors bought 12,817 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $387K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #496 holding.
  • Lido Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and has held it in 21 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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