Mendota Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mendota Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-66	Closed	-$1.53K	–	318
2024 Q4	$1.53K	Hold	66	–	–	﹤0.01%	298
2024 Q3	$1.49K	Hold	66	–	–	﹤0.01%	326
2024 Q2	$1.41K	Hold	66	–	–	﹤0.01%	292
2024 Q1	$1.37K	Hold	66	–	–	﹤0.01%	295
2023 Q4	$1.24K	Hold	66	–	–	﹤0.01%	332
2023 Q3	$1.11K	Hold	66	–	–	﹤0.01%	263
2023 Q2	$1.15K	Buy	+66	New	+$1.09K	﹤0.01%	262
2023 Q1	–	Sell	-66	Closed	-$993	–	350
2022 Q4	$993	Buy	+66	New	+$999	﹤0.01%	278

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Mendota Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 66 shares — an estimated $1.53K sold.

Mendota Financial Group first reported a position in SCHX in Q4 2022 and held it in 8 quarters. The position peaked at $1.53K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Mendota Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 66 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $1.53K.
Mendota Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 8 quarters.
Mendota Financial Group's Schwab US Large- Cap ETF position peaked at $1.53K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

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