Mitchell Sinkler & Starr
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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
Q3 		$923K Buy
25,697
+2,815
+12% +$98.7K 0.37% 59
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Mitchell Sinkler & Starr's SCHG Position: Q3 2026 in Review

Mitchell Sinkler & Starr increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q3 2026, buying an estimated $98.7K and bringing the position to 25,697 shares worth $923K. The position accounts for 0.37% of the portfolio, ranked #59.

Mitchell Sinkler & Starr first reported a position in SCHG in Q2 2021 and has held it in 18 quarters since. 616 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Mitchell Sinkler & Starr held 25,697 shares of Schwab US Large-Cap Growth ETF worth $923K as of Q3 2026.
  • Mitchell Sinkler & Starr bought 2,815 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $98.7K.
  • Schwab US Large-Cap Growth ETF made up 0.37% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #59 holding.
  • Mitchell Sinkler & Starr first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 18 quarters since.
  • 616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.