Schwab U S Small Cap ETF shares owned by Mendel Capital Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Mendel Capital Management
from 13F filings
Historical chart of Mendel Capital Management investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Mendel Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Mendel Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 56k | 27.90 |
| 2025-06-30 | $1.4M | 54k | 25.30 |
| 2025-03-31 | $1.3M | 57k | 23.43 |
| 2024-12-31 | $1.2M | 47k | 25.86 |
| 2024-09-30 | $1.1M | 21k | 51.50 |
| 2024-06-30 | $938k | 20k | 47.45 |
| 2024-03-31 | $957k | 19k | 49.24 |
| 2023-12-31 | $866k | 18k | 47.24 |
| 2023-09-30 | $635k | 15k | 41.42 |
| 2023-06-30 | $617k | 14k | 43.80 |
| 2023-03-31 | $253k | 6.0k | 41.93 |