Mendel Capital Management LLC Schwab Us Aggregate Bond ETF Transaction History

Mendel Capital Management LLC

  • $187 Million
  • Q3 2025

A detailed history of Mendel Capital Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mendel Capital Management LLC holds 70,232 shares of SCHZ stock, worth $1.64 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
70,232
Previous 65,038 7.99%
Holding current value
$1.64 Million
Previous $1.51 Million 9.07%
% of portfolio
0.88%
Previous 0.87%

Shares

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

Oct 31, 2025
BUY
$22.9 - $23.58 $118,942 - $122,474
5,194 Added 7.99%
70,232 $1.65 Million
Q2 2025

Aug 14, 2025
BUY
$22.68 - $23.28 $25,310 - $25,980
1,116 Added 1.75%
65,038 $1.51 Million
Q1 2025

Apr 24, 2025
BUY
$22.46 - $23.26 $157 - $162
7 Added 0.01%
63,922 $1.48 Million
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $661,904 - $1.39 Million
29,249 Added 84.37%
63,915 $1.45 Million
Q3 2024

Nov 07, 2024
BUY
$45.2 - $47.87 $59,573 - $63,092
1,318 Added 3.95%
34,666 $1.65 Million
Q2 2024

Jul 26, 2024
BUY
$44.66 - $45.99 $9,378 - $9,657
210 Added 0.63%
33,348 $1.52 Million
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $37,624 - $38,642
828 Added 2.56%
33,138 $1.52 Million
Q4 2023

Jan 26, 2024
BUY
$43.09 - $46.83 $75,838 - $82,420
1,760 Added 5.76%
32,310 $1.51 Million
Q3 2023

Oct 19, 2023
BUY
$44.14 - $46.33 $134,494 - $141,167
3,047 Added 11.08%
30,550 $1.35 Million
Q2 2023

Jul 17, 2023
BUY
$45.86 - $47.33 $707,344 - $730,017
15,424 Added 127.69%
27,503 $1.27 Million
Q1 2023

May 03, 2023
BUY
$45.33 - $47.44 $547,541 - $573,027
12,079 New
12,079 $566,000

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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