Mendel Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
17,565
-575
| -3% | -$16.1K | 0.28% | 63 |
|
|
2025
Q1 | $475K | Sell |
18,140
-81
| -0.4% | -$2.12K | 0.29% | 63 |
|
|
2024
Q4 | $505K | Buy |
18,221
+353
| +2% | +$9.78K | 0.31% | 61 |
|
|
2024
Q3 | $495K | Buy |
17,868
+2,097
| +13% | +$58.1K | 0.3% | 63 |
|
|
2024
Q2 | $409K | Buy |
15,771
+606
| +4% | +$15.7K | 0.26% | 68 |
|
|
2024
Q1 | $412K | Sell |
15,165
-12
| -0.1% | -$326 | 0.27% | 68 |
|
|
2023
Q4 | $381K | Buy |
15,177
+783
| +5% | +$19.7K | 0.27% | 69 |
|
|
2023
Q3 | $325K | Buy |
14,394
+2,808
| +24% | +$63.3K | 0.27% | 70 |
|
|
2023
Q2 | $274K | Buy |
+11,586
| New | +$274K | 0.22% | 72 |
|