Mitchell Sinkler & Starr’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,680	Closed	-$43.8K	–	169
2024 Q4	$43.8K	Hold	1,680	–	–	0.01%	177
2024 Q3	$45K	Hold	1,680	–	–	0.01%	179
2024 Q2	$42.9K	Buy	1,680 +180	+12%	+$4.45K	0.01%	174
2024 Q1	$38K	Buy	+1,500	New	+$36K	0.01%	174
2023 Q3	–	Sell	-15,045	Closed	-$336K	–	128
2023 Q2	$336K	Hold	15,045	–	–	0.1%	116
2023 Q1	$329K	Buy	+15,045	New	+$334K	0.1%	115

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GAM

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

Mitchell Sinkler & Starr's SCHV Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 1,680 shares — an estimated $43.8K sold.

Mitchell Sinkler & Starr first reported a position in SCHV in Q1 2023 and held it in 6 quarters. The position peaked at $336K in Q2 2023. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

Mitchell Sinkler & Starr reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Mitchell Sinkler & Starr sold 1,680 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $43.8K.
Mitchell Sinkler & Starr first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 6 quarters.
Mitchell Sinkler & Starr's Schwab US Large-Cap Value ETF position peaked at $336K in Q2 2023.
843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.