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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Mendel Capital Management

Select Sector Spdr Tr Technology (XLK)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Wal-Mart Stores (WMT)
Proshares Tr S&p Tech Dividen (TDV)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
JPMorgan Chase & Co. (JPM)
Stryker Corporation (SYK)
International Business Machines (IBM)

View all positions for Mendel Capital Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF