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Mitchell Sinkler & Starr’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Mitchell Sinkler & Starr’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Sell
10,365
-900
-8% -$20.4K 0.1% 145
2026
Q1 		$255K Hold
11,265
– – 0.12% 134
2025
Q4 		$259K Sell
11,265
-500
-4% -$11.5K 0.12% 130
2025
Q3 		$272K Hold
11,765
– – 0.12% 133
2025
Q2 		$268K Buy
11,765
+2,475
+27% +$55.2K 0.13% 130
2025
Q1 		$209K Sell
9,290
-1,800
-16% -$40K 0.06% 147
2024
Q4 		$245K Hold
11,090
– – 0.07% 148
2024
Q3 		$256K Buy
11,090
+1,600
+17% +$36.3K 0.06% 146
2024
Q2 		$212K Buy
9,490
+1,800
+23% +$39.5K 0.05% 147
2024
Q1 		$171K Buy
+7,690
New +$171K 0.04% 157

Other funds holding SCHI

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
E
Entelevest Coral Gables, Florida $117M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

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

Mitchell Sinkler & Starr reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 8% in Q2 2026, selling an estimated $20.4K and leaving 10,365 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #145.

Mitchell Sinkler & Starr first reported a position in SCHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $272K in Q3 2025. 75 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Mitchell Sinkler & Starr held 10,365 shares of Schwab 5-10 Year Corporate Bond ETF worth $235K as of Q2 2026.
  • Mitchell Sinkler & Starr sold 900 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $20.4K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.1% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #145 holding.
  • Mitchell Sinkler & Starr first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Mitchell Sinkler & Starr's Schwab 5-10 Year Corporate Bond ETF position peaked at $272K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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