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Mezzasalma Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Mezzasalma Advisors’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.18M Buy
145,668
+1,569
+1% +$46.3K 0.84% 35
2026
Q1 		$3.72M Sell
144,099
-5,694
-4% -$158K 0.95% 26
2025
Q4 		$3.84M Buy
149,793
+3,680
+3% +$96.1K 0.92% 29
2025
Q3 		$3.76M Buy
146,113
+1,447
+1% +$35.9K 0.96% 22
2025
Q2 		$3.47M Buy
144,666
+1,574
+1% +$35.8K 1.04% 24
2025
Q1 		$3.29M Buy
143,092
+1,095
+0.8% +$25.9K 1.14% 22
2024
Q4 		$3.3M Sell
141,997
-4,343
-3% -$103K 1.07% 21
2024
Q3 		$3.43M Sell
146,340
-348
-0.2% -$7.86K 1.35% 20
2024
Q2 		$3.21M Buy
146,688
+64,170
+78% +$1.39M 1.38% 20
2024
Q1 		$1.82M Buy
82,518
+65,517
+385% +$1.37M 0.86% 24
2023
Q4 		$346K Buy
+17,001
New +$322K 0.19% 62

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mezzasalma Advisors's FNDB Position: Q2 2026 in Review

Mezzasalma Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 1.1% in Q2 2026, buying an estimated $46.3K and bringing the position to 145,668 shares worth $4.18M. The position accounts for 0.84% of the portfolio, ranked #35.

Mezzasalma Advisors first reported a position in FNDB in Q4 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Mezzasalma Advisors held 145,668 shares of Schwab Fundamental US Broad Market Index ETF worth $4.18M as of Q2 2026.
  • Mezzasalma Advisors bought 1,569 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $46.3K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.84% of Mezzasalma Advisors's portfolio in Q2 2026, its #35 holding.
  • Mezzasalma Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.