Mendel Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$521K	Buy
2025 Q2	$493K	Sell
2025 Q1	$475K	Sell
2024 Q4	$505K	Buy
2024 Q3	$495K	Buy
2024 Q2	$409K	Buy
2024 Q1	$412K	Sell
2023 Q4	$381K	Buy
2023 Q3	$325K	Buy
2023 Q2	$274K	Buy