MCM
Mendel Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
491,318
-13,233
| -3% | -$351K | 7.42% | 3 |
|
|
2025
Q1 | $14.1M | Buy |
504,551
+3,824
| +0.8% | +$107K | 8.54% | 2 |
|
|
2024
Q4 | $13.7M | Buy |
500,727
+329,569
| +193% | +$9M | 8.29% | 3 |
|
|
2024
Q3 | $14.5M | Buy |
171,158
+417
| +0.2% | +$35.2K | 8.88% | 3 |
|
|
2024
Q2 | $13.3M | Sell |
170,741
-3,318
| -2% | -$258K | 8.58% | 3 |
|
|
2024
Q1 | $14M | Buy |
174,059
+2,216
| +1% | +$179K | 9.29% | 3 |
|
|
2023
Q4 | $13.1M | Buy |
171,843
+1,504
| +0.9% | +$115K | 9.4% | 3 |
|
|
2023
Q3 | $12.1M | Sell |
170,339
-1,176
| -0.7% | -$83.2K | 9.9% | 2 |
|
|
2023
Q2 | $12.5M | Sell |
171,515
-4,199
| -2% | -$305K | 9.96% | 2 |
|
|
2023
Q1 | $12.9M | Sell |
175,714
-691
| -0.4% | -$50.6K | 11.61% | 2 |
|
|
2022
Q4 | $13.3M | Buy |
176,405
+3,067
| +2% | +$232K | 13.9% | 1 |
|
|
2022
Q3 | $11.5M | Buy |
173,338
+1,218
| +0.7% | +$80.9K | 13.52% | 1 |
|
|
2022
Q2 | $12.3M | Sell |
172,120
-242
| -0.1% | -$17.3K | 13.79% | 2 |
|
|
2022
Q1 | $13.6M | Buy |
172,362
+2,992
| +2% | +$236K | 12.86% | 3 |
|
|
2021
Q4 | $13.7M | Buy |
+169,370
| New | +$13.7M | 12.57% | 3 |
|