Mendel Capital Management LLC: SCHD position timeline

Mendel Capital Management LLC held 484,713 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 484,713 shares

   Change vs previous 13F -1,098 shares

   6.92% of the 13F portfolio, value $15,370,263.

   13F-HR 0001911384-26-000008 filed by Mendel Capital Management LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 485,811 shares

   Change vs previous 13F +952 shares

   7.49% of the 13F portfolio, value $14,904,676.

   13F-HR 0001911384-26-000006 filed by Mendel Capital Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 484,859 shares

   Change vs previous 13F -6,459 shares

   6.94% of the 13F portfolio, value $13,236,660.

   13F-HR 0001911384-25-000016 filed by Mendel Capital Management LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 491,318 shares

   Change vs previous 13F -13,233 shares

   7.42% of the 13F portfolio, value $13,019,930.

   13F-HR 0001911384-25-000008 filed by Mendel Capital Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 504,551 shares

   Change vs previous 13F +3,824 shares

   8.54% of the 13F portfolio, value $14,107,246.

   13F-HR 0001911384-25-000006 filed by Mendel Capital Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 500,727 shares

   Change vs previous 13F +329,569 shares

   8.29% of the 13F portfolio, value $13,679,864.

   13F-HR 0001911384-25-000004 filed by Mendel Capital Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 171,158 shares

   Change vs previous 13F not available

   8.88% of the 13F portfolio, value $14,467,989.

   13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).