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Schwab U S Small Cap ETF shares owned by Mendota Financial Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Mendota Financial Group from 13F filings

Historical chart of Mendota Financial Group 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 Mendota Financial Group 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 Mendota Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $591 12 49.25
2023-12-31 $567 12 47.25
2023-09-30 $498 12 41.50
2023-06-30 $525 12 43.83
2022-12-31 $486 12 40.50

More positions owned by Mendota Financial Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Loews Corporation (L)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
PAR Technology Corporation (PAR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Group International SHS (CGIE)

View all positions for Mendota Financial Group

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