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Mendota Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

Mendota Financial Group’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14
Closed -$259 – 317
2024
Q4 		$259 Hold
14
– – ﹤0.01% 347
2024
Q3 		$288 Hold
14
– – ﹤0.01% 500
2024
Q2 		$269 Hold
14
– – ﹤0.01% 351
2024
Q1 		$274 Hold
14
– – ﹤0.01% 316
2023
Q4 		$259 Hold
14
– – ﹤0.01% 362
2023
Q3 		$238 Hold
14
– – ﹤0.01% 289
2023
Q2 		$250 Buy
+14
New +$249 ﹤0.01% 291
2023
Q1 		– Sell
-14
Closed -$225 – 348
2022
Q4 		$225 Buy
+14
New +$219 ﹤0.01% 300

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Financial Engines Advisors
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Wealthfront Advisers
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Mendota Financial Group sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 14 shares — an estimated $259 sold.

Mendota Financial Group first reported a position in SCHF in Q4 2022 and held it in 8 quarters. The position peaked at $288 in Q3 2024. 1,311 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Mendota Financial Group reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 14 Schwab International Equity ETF shares in Q1 2025, an estimated $259.
  • Mendota Financial Group first reported a position in Schwab International Equity ETF in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Schwab International Equity ETF position peaked at $288 in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

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