Mendel Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
2025
Q1
$1.33M Buy
2024
Q4
$1.21M Buy
2024
Q3
$1.1M Buy
2024
Q2
$938K Buy
2024
Q1
$957K Buy
2023
Q4
$866K Buy
2023
Q3
$635K Buy
2023
Q2
$617K Buy
2023
Q1
$253K Buy