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Mendel Capital Management LLC: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mendel Capital Management LLC on SCHM, newest first. How the timeline and the estimate are built.

Mendel Capital Management LLC held 16,880 SCHM 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 16,880 shares
    Change vs previous 13F -658 shares

    0.28% of the 13F portfolio, value $622,383.

    13F-HR 0001911384-26-000008 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 17,538 shares
    Change vs previous 13F -33 shares

    0.27% of the 13F portfolio, value $542,964.

    13F-HR 0001911384-26-000006 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 17,571 shares
    Change vs previous 13F +6 shares

    0.27% of the 13F portfolio, value $520,812.

    13F-HR 0001911384-25-000016 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 17,565 shares
    Change vs previous 13F -575 shares

    0.28% of the 13F portfolio, value $492,711.

    13F-HR 0001911384-25-000008 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,140 shares
    Change vs previous 13F -81 shares

    0.29% of the 13F portfolio, value $475,265.

    13F-HR 0001911384-25-000006 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 18,221 shares
    Change vs previous 13F +12,265 shares

    0.31% of the 13F portfolio, value $504,918.

    13F-HR 0001911384-25-000004 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,956 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $494,918.

    13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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