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Mitchell Sinkler & Starr’s Schwab US Broad Market ETF SCHB Stock Holding History

Mitchell Sinkler & Starr’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.35M Sell
322,788
-715
-0.2% -$20K 3.89% 5
2026
Q1 		$8.12M Sell
323,503
-4,092
-1% -$107K 3.75% 5
2025
Q4 		$8.59M Hold
327,595
– – 3.88% 5
2025
Q3 		$8.42M Hold
327,595
– – 3.79% 5
2025
Q2 		$7.81M Sell
327,595
-19,355
-6% -$426K 3.74% 6
2025
Q1 		$7.47M Buy
346,950
+775
+0.2% +$17.6K 2.09% 16
2024
Q4 		$7.86M Buy
346,175
+2,450
+0.7% +$56K 2.1% 16
2024
Q3 		$7.62M Sell
343,725
-12,162
-3% -$260K 1.92% 17
2024
Q2 		$7.6M Buy
355,887
+59,880
+20% +$1.21M 1.95% 16
2024
Q1 		$6.02M Sell
296,007
-67,128
-18% -$1.3M 1.51% 20
2023
Q4 		$6.74M Buy
+363,135
New +$6.27M 1.23% 25
2023
Q3 		– Sell
-320,370
Closed -$5.52M – 125
2023
Q2 		$5.52M Sell
320,370
-6,378
-2% -$104K 1.57% 20
2023
Q1 		$5.21M Buy
326,748
+142,413
+77% +$2.23M 1.54% 19
2022
Q4 		$2.75M Buy
184,335
+13,803
+8% +$207K 0.89% 29
2022
Q3 		$2.39M Buy
170,532
+5,283
+3% +$82.2K 0.93% 28
2022
Q2 		$2.43M Buy
165,249
+20,073
+14% +$322K 0.89% 27
2022
Q1 		$2.58M Buy
145,176
+18,990
+15% +$333K 0.81% 30
2021
Q4 		$2.38M Buy
126,186
+7,206
+6% +$133K 0.71% 32
2021
Q3 		$2.06M Buy
118,980
+5,040
+4% +$89.6K 1.86% 11
2021
Q2 		$1.98M Buy
113,940
+6,612
+6% +$112K 1.8% 12
2021
Q1 		$1.73M Buy
107,328
+3,450
+3% +$54.4K 1.68% 17
2020
Q4 		$1.57M Buy
103,878
+1,122
+1% +$16K 1.5% 24
2020
Q3 		$1.36M Buy
102,756
+120
+0.1% +$1.58K 1.39% 26
2020
Q2 		$1.26M Buy
102,636
+390
+0.4% +$4.5K 1.43% 27
2020
Q1 		$1.03M Buy
102,246
+37,740
+59% +$457K 1.35% 29
2019
Q4 		$827K Buy
64,506
+4,050
+7% +$49.7K 0.88% 40
2019
Q3 		$716K Buy
60,456
+3,600
+6% +$42.5K 0.92% 40
2019
Q2 		$668K Hold
56,856
– – 0.76% 49
2019
Q1 		$645K Hold
56,856
– – 0.74% 50
2018
Q4 		$568K Buy
56,856
+8,100
+17% +$87.6K 0.7% 50
2018
Q3 		$572K Hold
48,756
– – 0.6% 59
2018
Q2 		$536K Buy
48,756
+36
+0.1% +$394 0.59% 59
2018
Q1 		$518K Sell
48,720
-300
-0.6% -$3.3K 0.59% 57
2017
Q4 		$527K Buy
+49,020
New +$514K 0.78% 50

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Mitchell Sinkler & Starr's SCHB Position: Q2 2026 in Review

Mitchell Sinkler & Starr reduced its Schwab US Broad Market ETF (SCHB) stake by 0.22% in Q2 2026, selling an estimated $20K and leaving 322,788 shares worth $9.35M. The position accounts for 3.89% of the portfolio, ranked #5.

Mitchell Sinkler & Starr first reported a position in SCHB in Q4 2017 and has held it in 34 quarters since. 485 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mitchell Sinkler & Starr held 322,788 shares of Schwab US Broad Market ETF worth $9.35M as of Q2 2026.
  • Mitchell Sinkler & Starr sold 715 Schwab US Broad Market ETF shares in Q2 2026, an estimated $20K.
  • Schwab US Broad Market ETF made up 3.89% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #5 holding.
  • Mitchell Sinkler & Starr first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 34 quarters since.
  • 485 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.