Mendel Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mendel Capital Management’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,142	Closed	-$588K	–	96
2024 Q3	$588K	Sell	20,142 -158	-0.8%	-$4.28K	0.36%	56
2024 Q2	$539K	Sell	20,300 -569	-3%	-$14.8K	0.35%	60
2024 Q1	$527K	Hold	20,869	–	–	0.35%	60
2023 Q4	$517K	Sell	20,869 -864	-4%	-$20.8K	0.37%	56
2023 Q3	$520K	Buy	21,733 +492	+2%	+$12.2K	0.43%	52
2023 Q2	$523K	Buy	21,241 +10,457	+97%	+$256K	0.42%	51
2023 Q1	$264K	Buy	+10,784	New	+$267K	0.24%	69

Other funds holding SCHE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mendel Capital Management's SCHE Position: Q4 2024 in Review

Mendel Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 20,142 shares — an estimated $588K sold.

Mendel Capital Management first reported a position in SCHE in Q1 2023 and held it in 7 quarters. The position peaked at $588K in Q3 2024. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

Mendel Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
Mendel Capital Management sold 20,142 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $588K.
Mendel Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 7 quarters.
Mendel Capital Management's Schwab Emerging Markets Equity ETF position peaked at $588K in Q3 2024.
758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Mendel Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.