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Mendel Capital Management LLC: SCHZ position timeline

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

Mendel Capital Management LLC held 74,458 SCHZ 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 74,458 shares
    Change vs previous 13F -261 shares

    0.78% of the 13F portfolio, value $1,722,218.

    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 74,719 shares
    Change vs previous 13F +4,487 shares

    0.87% of the 13F portfolio, value $1,734,974.

    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 70,232 shares
    Change vs previous 13F +5,194 shares

    0.86% of the 13F portfolio, value $1,648,355.

    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 65,038 shares
    Change vs previous 13F +1,116 shares

    0.86% of the 13F portfolio, value $1,511,483.

    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 63,922 shares
    Change vs previous 13F +7 shares

    0.9% of the 13F portfolio, value $1,480,441.

    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 63,915 shares
    Change vs previous 13F +29,249 shares

    0.88% of the 13F portfolio, value $1,450,872.

    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 34,666 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,647,308.

    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).