MCM
Mendel Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
65,142
+2,063
| +3% | +$51.6K | 0.93% | 24 |
|
|
2025
Q1 | $1.57M | Buy |
63,079
+124
| +0.2% | +$3.08K | 0.95% | 24 |
|
|
2024
Q4 | $1.53M | Buy |
62,955
+31,170
| +98% | +$757K | 0.93% | 23 |
|
|
2024
Q3 | $1.61M | Buy |
31,785
+1,007
| +3% | +$51K | 0.99% | 22 |
|
|
2024
Q2 | $1.5M | Buy |
30,778
+1,960
| +7% | +$95.6K | 0.97% | 21 |
|
|
2024
Q1 | $1.41M | Buy |
28,818
+648
| +2% | +$31.8K | 0.94% | 24 |
|
|
2023
Q4 | $1.4M | Sell |
28,170
-200
| -0.7% | -$9.94K | 1.01% | 22 |
|
|
2023
Q3 | $1.36M | Buy |
28,370
+3,668
| +15% | +$176K | 1.12% | 20 |
|
|
2023
Q2 | $1.22M | Buy |
24,702
+17,101
| +225% | +$843K | 0.97% | 23 |
|
|
2023
Q1 | $383K | Buy |
+7,601
| New | +$383K | 0.35% | 51 |
|