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Mendel Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mendel Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Sell
74,458
-261
-0.3% -$6.04K 0.78% 31
2026
Q1 		$1.73M Buy
+74,719
New +$1.75M 0.87% 27
2025
Q3 		$1.65M Buy
70,232
+5,194
+8% +$121K 0.86% 26
2025
Q2 		$1.51M Buy
65,038
+1,116
+2% +$25.6K 0.86% 27
2025
Q1 		$1.48M Buy
63,922
+7
+0% +$160 0.9% 28
2024
Q4 		$1.45M Sell
63,915
-5,417
-8% -$125K 0.88% 27
2024
Q3 		$1.65M Buy
69,332
+2,636
+4% +$61.7K 1.01% 20
2024
Q2 		$1.52M Buy
66,696
+420
+0.6% +$9.52K 0.98% 20
2024
Q1 		$1.52M Buy
66,276
+1,656
+3% +$38.1K 1.01% 21
2023
Q4 		$1.51M Buy
64,620
+3,520
+6% +$78.7K 1.08% 18
2023
Q3 		$1.35M Buy
61,100
+6,094
+11% +$138K 1.11% 21
2023
Q2 		$1.27M Buy
55,006
+30,848
+128% +$718K 1.02% 22
2023
Q1 		$567K Buy
+24,158
New +$562K 0.51% 41

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

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

Mendel Capital Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.35% in Q2 2026, selling an estimated $6.04K and leaving 74,458 shares worth $1.72M. The position accounts for 0.78% of the portfolio, ranked #31.

Mendel Capital Management first reported a position in SCHZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q1 2026. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Mendel Capital Management held 74,458 shares of Schwab US Aggregate Bond ETF worth $1.72M as of Q2 2026.
  • Mendel Capital Management sold 261 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $6.04K.
  • Schwab US Aggregate Bond ETF made up 0.78% of Mendel Capital Management's portfolio in Q2 2026, its #31 holding.
  • Mendel Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Mendel Capital Management's Schwab US Aggregate Bond ETF position peaked at $1.73M in Q1 2026.
  • 353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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