MFG
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Mendota Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mendota Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-600
Closed -$16.9K – 1015
2024
Q3 		$16.9K Buy
+600
New +$16.3K 0.01% 223

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Mendota Financial Group's SCHD Position: Q4 2024 in Review

Mendota Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 600 shares — an estimated $16.9K sold.

Mendota Financial Group first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $16.9K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Mendota Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 600 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $16.9K.
  • Mendota Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Schwab US Dividend Equity ETF position peaked at $16.9K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.