Mendel Capital Management LLC Schwab Intermediate Term Us Tr Transaction History

Mendel Capital Management LLC

  • $187 Million
  • Q3 2025

A detailed history of Mendel Capital Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Mendel Capital Management LLC holds 70,182 shares of SCHR stock, worth $1.76 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
70,182
Previous 65,142 7.74%
Holding current value
$1.76 Million
Previous $1.63 Million 8.16%
% of portfolio
0.94%
Previous 0.94%

Shares

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

Oct 31, 2025
BUY
$24.69 - $25.26 $124,437 - $127,310
5,040 Added 7.74%
70,182 $1.76 Million
Q2 2025

Aug 14, 2025
BUY
$24.54 - $25.07 $50,626 - $51,719
2,063 Added 3.27%
65,142 $1.63 Million
Q1 2025

Apr 24, 2025
BUY
$24.05 - $24.86 $2,982 - $3,082
124 Added 0.2%
63,079 $1.57 Million
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $754,002 - $1.58 Million
31,170 Added 98.07%
62,955 $1.53 Million
Q3 2024

Nov 07, 2024
BUY
$48.4 - $50.91 $48,738 - $51,266
1,007 Added 3.27%
31,785 $1.61 Million
Q2 2024

Jul 26, 2024
BUY
$47.85 - $49.0 $93,786 - $96,040
1,960 Added 6.8%
30,778 $1.5 Million
Q1 2024

May 15, 2024
BUY
$48.64 - $49.88 $31,518 - $32,322
648 Added 2.3%
28,818 $1.41 Million
Q4 2023

Jan 26, 2024
SELL
$47.09 - $49.87 $9,418 - $9,974
-200 Reduced 0.7%
28,170 $1.4 Million
Q3 2023

Oct 19, 2023
BUY
$47.78 - $49.59 $175,257 - $181,896
3,668 Added 14.85%
28,370 $1.36 Million
Q2 2023

Jul 17, 2023
BUY
$49.25 - $50.96 $842,224 - $871,466
17,101 Added 224.98%
24,702 $1.22 Million
Q1 2023

May 03, 2023
BUY
$48.55 - $50.78 $369,028 - $385,978
7,601 New
7,601 $383,000

Others Institutions Holding SCHR

# of Institutions
515
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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