MCM
Mendel Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
65,038
+1,116
| +2% | +$25.9K | 0.86% | 27 |
|
|
2025
Q1 | $1.48M | Buy |
63,922
+7
| +0% | +$162 | 0.9% | 28 |
|
|
2024
Q4 | $1.45M | Buy |
63,915
+29,249
| +84% | +$664K | 0.88% | 27 |
|
|
2024
Q3 | $1.65M | Buy |
34,666
+1,318
| +4% | +$62.6K | 1.01% | 20 |
|
|
2024
Q2 | $1.52M | Buy |
33,348
+210
| +0.6% | +$9.57K | 0.98% | 20 |
|
|
2024
Q1 | $1.52M | Buy |
33,138
+828
| +3% | +$38.1K | 1.01% | 21 |
|
|
2023
Q4 | $1.51M | Buy |
32,310
+1,760
| +6% | +$82.1K | 1.08% | 18 |
|
|
2023
Q3 | $1.35M | Buy |
30,550
+3,047
| +11% | +$135K | 1.11% | 21 |
|
|
2023
Q2 | $1.27M | Buy |
27,503
+15,424
| +128% | +$712K | 1.02% | 22 |
|
|
2023
Q1 | $567K | Buy |
+12,079
| New | +$567K | 0.51% | 41 |
|