MCM
Mendel Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
53,884
-3,075
| -5% | -$77.8K | 0.78% | 31 |
|
|
2025
Q1 | $1.33M | Buy |
56,959
+9,981
| +21% | +$234K | 0.81% | 31 |
|
|
2024
Q4 | $1.21M | Buy |
46,978
+25,547
| +119% | +$661K | 0.74% | 34 |
|
|
2024
Q3 | $1.1M | Buy |
21,431
+1,668
| +8% | +$85.9K | 0.68% | 38 |
|
|
2024
Q2 | $938K | Buy |
19,763
+331
| +2% | +$15.7K | 0.61% | 43 |
|
|
2024
Q1 | $957K | Buy |
19,432
+1,100
| +6% | +$54.2K | 0.63% | 40 |
|
|
2023
Q4 | $866K | Buy |
18,332
+3,002
| +20% | +$142K | 0.62% | 39 |
|
|
2023
Q3 | $635K | Buy |
15,330
+1,246
| +9% | +$51.6K | 0.52% | 46 |
|
|
2023
Q2 | $617K | Buy |
14,084
+8,052
| +133% | +$353K | 0.49% | 47 |
|
|
2023
Q1 | $253K | Buy |
+6,032
| New | +$253K | 0.23% | 72 |
|