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

Lido Advisors, LLC

  • $24 Billion
  • Q1 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 112,944 shares of FNDX stock, worth $2.67 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
112,944
Previous 116,912 3.39%
Holding current value
$2.67 Million
Previous $2.77 Million 3.68%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
691
Shares Held
590M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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