Mitchell Sinkler & Starr’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$774K	Hold	22,882	–	–	0.32%	67
2026 Q1	$667K	Buy	22,882 +1,155	+5%	+$35.9K	0.31%	77
2025 Q4	$709K	Hold	21,727	–	–	0.32%	70
2025 Q3	$693K	Hold	21,727	–	–	0.31%	71
2025 Q2	$635K	Buy	21,727 +240	+1%	+$6.34K	0.3%	78
2025 Q1	$538K	Buy	21,487 +2,820	+15%	+$77.2K	0.15%	99
2024 Q4	$520K	Buy	18,667 +2,735	+17%	+$74.8K	0.14%	101
2024 Q3	$415K	Buy	15,932 +2,160	+16%	+$54.4K	0.1%	115
2024 Q2	$348K	Buy	13,772 +1,160	+9%	+$27.4K	0.09%	117
2024 Q1	$292K	Sell	12,612 -7,868	-38%	-$174K	0.07%	136
2023 Q4	$425K	Buy	+20,480	New	+$396K	0.08%	139
2023 Q3	–	Sell	-18,092	Closed	-$339K	–	127
2023 Q2	$339K	Buy	18,092 +1,620	+10%	+$27.8K	0.1%	114
2023 Q1	$268K	Buy	+16,472	New	+$250K	0.08%	126
2022 Q2	–	Sell	-13,600	Closed	-$254K	–	120
2022 Q1	$254K	Sell	13,600 -2,664	-16%	-$48.6K	0.08%	107
2021 Q4	$333K	Hold	16,264	–	–	0.1%	99
2021 Q3	$301K	Buy	16,264 +1,320	+9%	+$25.1K	0.27%	86
2021 Q2	$273K	Buy	+14,944	New	+$259K	0.25%	90

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

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

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

Mitchell Sinkler & Starr held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 22,882 shares worth $774K. The position accounts for 0.32% of the portfolio, ranked #67.

Mitchell Sinkler & Starr first reported a position in SCHG in Q2 2021 and has held it in 17 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Mitchell Sinkler & Starr held 22,882 shares of Schwab US Large-Cap Growth ETF worth $774K as of Q2 2026.
Mitchell Sinkler & Starr left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.32% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #67 holding.
Mitchell Sinkler & Starr first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 17 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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