Lido Advisors, LLC Schwab Fundamental U S Large C Transaction History

Lido Advisors, LLC

$25.9 Billion
Q2 2025

A detailed history of Lido Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lido Advisors, LLC holds 138,500 shares of FNDX stock, worth $3.61 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

138,500

Previous 112,944 22.63%

Holding current value

$3.61 Million

Previous $2.67 Million 27.46%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$20.84 - $24.54 $532,587 - $627,144	25,556 Added 22.63%	138,500 $3.4 Million
Q1 2025 May 15, 2025	SELL	$23.03 - $25.01 $91,383 - $99,239	-3,968 Reduced 3.39%	112,944 $2.67 Million
Q4 2024 Feb 14, 2025	BUY	$23.49 - $71.77 $2.37 Million - $7.24 Million	100,870 Added 628.79%	116,912 $2.77 Million
Q3 2024 Nov 14, 2024	BUY	$65.36 - $71.76 $1.05 Million - $1.15 Million	16,042 New	16,042 $1.15 Million
Q1 2023 May 15, 2023	BUY	$52.49 - $57.54 $151,591 - $166,175	2,888 Added 33.01%	11,638 $639,000
Q3 2022 Nov 14, 2022	BUY	$47.76 - $56.79 $47,760 - $56,790	1,000 Added 12.9%	8,750 $417,000
Q2 2022 Aug 15, 2022	BUY	$49.93 - $59.29 $37,447 - $44,467	750 Added 10.71%	7,750 $394,000
Q1 2022 May 17, 2022	BUY	$55.41 - $59.9 $110,820 - $119,800	2,000 Added 40.0%	7,000 $409,000
Q3 2021 Feb 15, 2022	BUY	$52.82 - $56.3 $183,866 - $195,980	3,481 Added 229.16%	5,000 $269,000
Q3 2021 Nov 12, 2021	SELL	$52.82 - $56.3 $183,866 - $195,980	-3,481 Reduced 69.62%	1,519 $270,000
Q1 2021 May 13, 2021	SELL	$44.75 - $52.45 $4,519 - $5,297	-101 Reduced 1.98%	5,000 $258,000
Q4 2020 Feb 08, 2021	SELL	$37.99 - $45.31 $96,570 - $115,178	-2,542 Reduced 33.26%	5,101 $231,000
Q1 2020 May 13, 2020	BUY	$27.15 - $43.59 $71,757 - $115,208	2,643 Added 52.86%	7,643 $239,000
Q4 2019 Feb 07, 2020	SELL	$38.15 - $42.78 $5,493 - $6,160	-144 Reduced 2.8%	5,000 $213,000
Q2 2019 Aug 14, 2019	BUY	N/A	5,144 New	5,144 $201,000

Others Institutions Holding FNDX

# of Institutions

725

Shares Held

620M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account

Lido Advisors, LLC Schwab Fundamental U S Large C Transaction History