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 Q3	$4.07M	Sell	141,445 -4,223	-3%	-$132K	0.83%	33
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

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Mezzasalma Advisors's FNDB Position: Q3 2026 in Review

Mezzasalma Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 2.9% in Q3 2026, selling an estimated $132K and leaving 141,445 shares worth $4.07M. The position accounts for 0.83% of the portfolio, ranked #33.

Mezzasalma Advisors first reported a position in FNDB in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.18M in Q2 2026. 20 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

Mezzasalma Advisors held 141,445 shares of Schwab Fundamental US Broad Market Index ETF worth $4.07M as of Q3 2026.
Mezzasalma Advisors sold 4,223 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $132K.
Schwab Fundamental US Broad Market Index ETF made up 0.83% of Mezzasalma Advisors's portfolio in Q3 2026, its #33 holding.
Mezzasalma Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and has held it in 12 quarters since.
Mezzasalma Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $4.18M in Q2 2026.
20 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Mezzasalma Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.