Mezzasalma Advisors, LLC Schwab Fundamental U S Broad M Transaction History

Mezzasalma Advisors, LLC

$410 Million
Q4 2025

A detailed history of Mezzasalma Advisors, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Mezzasalma Advisors, LLC holds 149,793 shares of FNDB stock, worth $3.88 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

149,793

Previous 146,113 2.52%

Holding current value

$3.88 Million

Previous $3.76 Million 3.16%

% of portfolio

0.95%

Previous 1.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$25.06 - $26.31 $92,220 - $96,820	3,680 Added 2.52%	149,793 $3.88 Million
Q3 2025 Oct 16, 2025	BUY	$23.83 - $25.77 $34,482 - $37,289	1,447 Added 1.0%	146,113 $3.76 Million
Q2 2025 Jul 29, 2025	BUY	$20.36 - $23.98 $32,046 - $37,744	1,574 Added 1.1%	144,666 $3.47 Million
Q1 2025 Apr 18, 2025	BUY	$22.52 - $24.48 $24,659 - $26,805	1,095 Added 0.77%	143,092 $3.27 Million
Q4 2024 Jan 28, 2025	BUY	$23.07 - $70.32 $2.15 Million - $6.56 Million	93,217 Added 191.1%	141,997 $3.3 Million

Q3 2024 Oct 16, 2024	SELL	$64.17 - $70.37 $7,443 - $8,162	-116 Reduced 0.24%	48,780 $3.43 Million
Q2 2024 Jul 30, 2024	BUY	$62.66 - $66.26 $1.34 Million - $1.42 Million	21,390 Added 77.76%	48,896 $3.21 Million
Q1 2024 Apr 19, 2024	BUY	$59.85 - $66.26 $1.31 Million - $1.45 Million	21,839 Added 385.37%	27,506 $1.82 Million
Q4 2023 Jan 12, 2024	BUY	$52.56 - $61.29 $297,857 - $347,330	5,667 New	5,667 $346,000

Others Institutions Holding FNDB

# of Institutions

170

Shares Held

13.8M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Mezzasalma Advisors, LLC Schwab Fundamental U S Broad M Transaction History