Mendel Capital Management LLC Schwab Strategic Tr Us Small C Transaction History

Mendel Capital Management LLC

  • $155 Million
  • Q2 2024

A detailed history of Mendel Capital Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mendel Capital Management LLC holds 19,763 shares of SCHA stock, worth $1.02 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
19,763
Previous 19,432 1.7%
Holding current value
$1.02 Million
Previous $956,000 1.99%
% of portfolio
0.61%
Previous 0.63%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$45.24 - $49.04 $14,974 - $16,232
331 Added 1.7%
19,763 $937,000
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $49,324 - $54,164
1,100 Added 6.0%
19,432 $956,000
Q4 2023

Jan 26, 2024
BUY
$38.13 - $48.02 $114,466 - $144,156
3,002 Added 19.58%
18,332 $866,000
Q3 2023

Oct 19, 2023
BUY
$40.85 - $46.1 $50,899 - $57,440
1,246 Added 8.85%
15,330 $634,000
Q2 2023

Jul 17, 2023
BUY
$39.91 - $43.82 $321,355 - $352,838
8,052 Added 133.49%
14,084 $616,000
Q1 2023

May 03, 2023
BUY
$39.82 - $46.36 $240,194 - $279,643
6,032 New
6,032 $252,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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