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Mitchell Sinkler & Starr’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mitchell Sinkler & Starr’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,400
Closed -$140K – 168
2024
Q4 		$140K Sell
5,400
-600
-10% -$16K 0.04% 161
2024
Q3 		$155K Buy
6,000
+3,000
+100% +$74.5K 0.04% 158
2024
Q2 		$75.2K Buy
3,000
+2,400
+400% +$56.9K 0.02% 170
2024
Q1 		$14.8K Sell
600
-13,140
-96% -$308K ﹤0.01% 180
2023
Q4 		$325K Buy
+13,740
New +$290K 0.06% 154

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitchell Sinkler & Starr's SCHA Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 5,400 shares — an estimated $140K sold.

Mitchell Sinkler & Starr first reported a position in SCHA in Q4 2023 and held it in 5 quarters. The position peaked at $325K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 5,400 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $140K.
  • Mitchell Sinkler & Starr first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 5 quarters.
  • Mitchell Sinkler & Starr's Schwab U.S Small- Cap ETF position peaked at $325K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.