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

Mezzasalma Advisors, LLC

$410 Million
Q4 2025

A detailed history of Mezzasalma Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mezzasalma Advisors, LLC holds 79,149 shares of FNDX stock, worth $2.1 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

79,149

Previous 66,060 19.81%

Holding current value

$2.1 Million

Previous $1.74 Million 21.01%

% of portfolio

0.51%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$25.68 - $26.95 $336,125 - $352,748	13,089 Added 19.81%	79,149 $2.1 Million
Q3 2025 Oct 16, 2025	BUY	$24.38 - $26.34 $194,820 - $210,482	7,991 Added 13.76%	66,060 $1.74 Million
Q2 2025 Jul 29, 2025	BUY	$20.84 - $24.54 $122,560 - $144,319	5,881 Added 11.27%	58,069 $1.43 Million
Q1 2025 Apr 18, 2025	BUY	$23.03 - $25.01 $123,325 - $133,928	5,355 Added 11.43%	52,188 $1.22 Million
Q4 2024 Jan 28, 2025	BUY	$23.49 - $71.77 $812,800 - $2.48 Million	34,602 Added 282.9%	46,833 $1.11 Million

Q3 2024 Oct 16, 2024	BUY	$65.36 - $71.76 $117,648 - $129,168	1,800 Added 17.26%	12,231 $877,000
Q2 2024 Jul 30, 2024	BUY	$63.87 - $67.55 $666,227 - $704,614	10,431 New	10,431 $698,000

Others Institutions Holding FNDX

# of Institutions

779

Shares Held

632M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Mezzasalma Advisors, LLC Schwab Fundamental U S Large C Transaction History