Mendel Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Mendel Capital Management LLC

  • $162 Million
  • Q3 2024

A detailed history of Mendel Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mendel Capital Management LLC holds 5,956 shares of SCHM stock, worth $173,915. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,956
Previous 5,257 13.3%
Holding current value
$173,915
Previous $409,000 20.78%
% of portfolio
0.31%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$75.47 - $83.18 $52,753 - $58,142
699 Added 13.3%
5,956 $494,000
Q2 2024

Jul 26, 2024
BUY
$75.69 - $81.19 $15,289 - $16,400
202 Added 4.0%
5,257 $409,000
Q1 2024

May 15, 2024
SELL
$72.89 - $81.43 $291 - $325
-4 Reduced 0.08%
5,055 $411,000
Q4 2023

Jan 26, 2024
BUY
$63.01 - $75.95 $16,445 - $19,822
261 Added 5.44%
5,059 $381,000
Q3 2023

Oct 19, 2023
BUY
$66.75 - $73.98 $62,478 - $69,245
936 Added 24.24%
4,798 $324,000
Q2 2023

Jul 17, 2023
BUY
$65.29 - $71.03 $252,149 - $274,317
3,862 New
3,862 $274,000

Others Institutions Holding SCHM

# of Institutions
932
Shares Held
95.7M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Mendel Capital Management LLC Portfolio

Follow Mendel Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mendel Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mendel Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email