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Mendota Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mendota Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24
Closed -$621 – 316
2024
Q4 		$621 Hold
24
– – ﹤0.01% 319
2024
Q3 		$618 Hold
24
– – ﹤0.01% 367
2024
Q2 		$570 Hold
24
– – ﹤0.01% 322
2024
Q1 		$591 Hold
24
– – ﹤0.01% 306
2023
Q4 		$567 Hold
24
– – ﹤0.01% 345
2023
Q3 		$498 Hold
24
– – ﹤0.01% 275
2023
Q2 		$526 Buy
+24
New +$500 ﹤0.01% 276
2023
Q1 		– Sell
-24
Closed -$486 – 347
2022
Q4 		$486 Buy
+24
New +$492 ﹤0.01% 290

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mendota Financial Group's SCHA Position: Q1 2025 in Review

Mendota Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 24 shares — an estimated $621 sold.

Mendota Financial Group first reported a position in SCHA in Q4 2022 and held it in 8 quarters. The position peaked at $621 in Q4 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Mendota Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 24 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $621.
  • Mendota Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Schwab U.S Small- Cap ETF position peaked at $621 in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.