Lido Advisors, LLC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1650150
Los Angeles, CA
All Filings in FNDB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $236,612 | 8,699 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 FNDB | $326,093 | 12,273 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 FNDB | $315,907 | 12,273 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FNDB | $293,467 | 12,238 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 FNDB | $295,471 | 12,841 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FNDB | $297,867 | 12,806 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FNDB | — | 4,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FNDB | — | 4,533 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 FNDB | — | 7,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FNDB | — | 7,590 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FNDB | — | 7,557 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 FNDB | — | 7,529 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 FNDB | — | 5,967 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FNDB | — | 5,938 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 FNDB | — | 5,905 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FNDB | — | 4,692 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 FNDB | — | 4,668 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 FNDB | — | 4,651 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||