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

Mendel Capital Management LLC

  • $187 Million
  • Q3 2025

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 55,621 shares of SCHA stock, worth $1.53 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
55,621
Previous 53,884 3.22%
Holding current value
$1.53 Million
Previous $1.36 Million 13.79%
% of portfolio
0.83%
Previous 0.79%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$25.29 - $28.33 $43,928 - $49,209
1,737 Added 3.22%
55,621 $1.55 Million
Q2 2025

Aug 14, 2025
SELL
$20.42 - $25.3 $62,791 - $77,797
-3,075 Reduced 5.4%
53,884 $1.36 Million
Q1 2025

Apr 24, 2025
BUY
$23.16 - $27.04 $231,159 - $269,886
9,981 Added 21.25%
56,959 $1.33 Million
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $647,105 - $1.31 Million
25,547 Added 119.21%
46,978 $1.21 Million
Q3 2024

Nov 07, 2024
BUY
$46.9 - $51.96 $78,229 - $86,669
1,668 Added 8.44%
21,431 $1.1 Million
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
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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