Mitchell Sinkler & Starr’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mitchell Sinkler & Starr’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.98M	Sell	93,929 -2,950	-3%	-$93.6K	1.24%	19
2026 Q1	$2.97M	Buy	96,879 +7,072	+8%	+$215K	1.37%	20
2025 Q4	$2.46M	Sell	89,807 -1,900	-2%	-$51.7K	1.11%	25
2025 Q3	$2.5M	Sell	91,707 -925	-1%	-$25.2K	1.13%	24
2025 Q2	$2.45M	Buy	92,632 +10,692	+13%	+$279K	1.17%	24
2025 Q1	$2.29M	Buy	81,940 +7,215	+10%	+$201K	0.64%	43
2024 Q4	$2.04M	Buy	74,725 +1,000	+1%	+$28.4K	0.54%	41
2024 Q3	$2.08M	Buy	73,725 +4,965	+7%	+$135K	0.52%	44
2024 Q2	$1.83M	Sell	68,760 -3,282	-5%	-$85.4K	0.47%	52
2024 Q1	$1.94M	Sell	72,042 -81,603	-53%	-$2.11M	0.48%	46
2023 Q4	$3.9M	Buy	+153,645	New	+$3.66M	0.71%	37
2023 Q3	–	Sell	-86,895	Closed	-$2.1M	–	126
2023 Q2	$2.1M	Sell	86,895 -6,060	-7%	-$145K	0.6%	42
2023 Q1	$2.27M	Buy	92,955 +21,588	+30%	+$540K	0.67%	36
2022 Q4	$1.8M	Buy	71,367 +9,147	+15%	+$226K	0.58%	40
2022 Q3	$1.38M	Buy	62,220 +8,400	+16%	+$204K	0.53%	42
2022 Q2	$1.28M	Buy	53,820 +11,220	+26%	+$285K	0.47%	46
2022 Q1	$1.12M	Buy	42,600 +12,381	+41%	+$324K	0.35%	58
2021 Q4	$814K	Buy	30,219 +18,969	+169%	+$493K	0.24%	69
2021 Q3	$278K	Buy	11,250 +1,950	+21%	+$49.6K	0.25%	92
2021 Q2	$234K	Hold	9,300	–	–	0.21%	98
2021 Q1	$226K	Buy	+9,300	New	+$212K	0.22%	97
2020 Q4	–	Sell	-16,050	Closed	-$296K	–	97
2020 Q3	$296K	Buy	16,050 +375	+2%	+$6.9K	0.3%	79
2020 Q2	$270K	Hold	15,675	–	–	0.31%	80
2020 Q1	$235K	Buy	15,675 +3,750	+31%	+$67.3K	0.31%	87
2019 Q4	$230K	Buy	+11,925	New	+$223K	0.24%	92

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

Mitchell Sinkler & Starr reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, selling an estimated $93.6K and leaving 93,929 shares worth $2.98M. The position accounts for 1.24% of the portfolio, ranked #19.

Mitchell Sinkler & Starr first reported a position in SCHD in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.9M in Q4 2023. 748 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mitchell Sinkler & Starr held 93,929 shares of Schwab US Dividend Equity ETF worth $2.98M as of Q2 2026.
Mitchell Sinkler & Starr sold 2,950 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $93.6K.
Schwab US Dividend Equity ETF made up 1.24% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #19 holding.
Mitchell Sinkler & Starr first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 25 quarters since.
Mitchell Sinkler & Starr's Schwab US Dividend Equity ETF position peaked at $3.9M in Q4 2023.
748 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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