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

Mezzasalma Advisors, LLC

$371 Million
Q3 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 66,060 shares of FNDX stock, worth $1.72 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

66,060

Previous 58,069 13.76%

Holding current value

$1.72 Million

Previous $1.43 Million 21.89%

% of portfolio

0.47%

Previous 0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

733

Shares Held

621M

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