Mendel Capital Management LLC Schwab Strategic Tr Us Emergin Transaction History
Mendel Capital Management LLC
- $162 Million
- Q3 2024
A detailed history of Mendel Capital Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Mendel Capital Management LLC holds 20,142 shares of SCHE stock, worth $548,668. This represents 0.36% of its overall portfolio holdings.
Number of Shares
20,142
Previous 20,300
0.78%
Holding current value
$548,668
Previous $539,000
8.91%
% of portfolio
0.36%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
793Shares Held
139MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$578 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$523 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio