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 $544,841. This represents 0.36% of its overall portfolio holdings.
Number of Shares
20,142
Previous 20,300
0.78%
Holding current value
$544,841
Previous $539,000
8.91%
% of portfolio
0.36%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$574 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$520 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$211 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.9 Million4.21% of portfolio