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 $167,780. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,956
Previous 5,257 13.3%
Holding current value
$167,780
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
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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