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
2026 Q2	$622K	Sell	16,880 -658	-4%	-$22.6K	0.28%	57
2026 Q1	$543K	Buy	+17,538	New	+$558K	0.27%	63
2025 Q3	$521K	Buy	17,571 +6	+0%	+$175	0.27%	62
2025 Q2	$493K	Sell	17,565 -575	-3%	-$15.2K	0.28%	63
2025 Q1	$475K	Sell	18,140 -81	-0.4%	-$2.26K	0.29%	63
2024 Q4	$505K	Buy	18,221 +353	+2%	+$10.1K	0.31%	61
2024 Q3	$495K	Buy	17,868 +2,097	+13%	+$55.8K	0.3%	63
2024 Q2	$409K	Buy	15,771 +606	+4%	+$15.9K	0.26%	68
2024 Q1	$412K	Sell	15,165 -12	-0.1%	-$306	0.27%	68
2023 Q4	$381K	Buy	15,177 +783	+5%	+$17.9K	0.27%	69
2023 Q3	$325K	Buy	14,394 +2,808	+24%	+$66.5K	0.27%	70
2023 Q2	$274K	Buy	+11,586	New	+$261K	0.22%	72

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Mendel Capital Management's SCHM Position: Q2 2026 in Review

Mendel Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.8% in Q2 2026, selling an estimated $22.6K and leaving 16,880 shares worth $622K. The position accounts for 0.28% of the portfolio, ranked #57.

Mendel Capital Management first reported a position in SCHM in Q2 2023 and has held it in 12 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Mendel Capital Management held 16,880 shares of Schwab US Mid-Cap ETF worth $622K as of Q2 2026.
Mendel Capital Management sold 658 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $22.6K.
Schwab US Mid-Cap ETF made up 0.28% of Mendel Capital Management's portfolio in Q2 2026, its #57 holding.
Mendel Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.