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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Buy	37,943 +1,375	+4%	+$39.3K	0.47%	50
2026 Q1	$938K	Buy	36,568 +1,200	+3%	+$32.2K	0.43%	56
2025 Q4	$952K	Buy	35,368 +2,720	+8%	+$72.6K	0.43%	54
2025 Q3	$860K	Hold	32,648	–	–	0.39%	64
2025 Q2	$798K	Buy	32,648 +4,425	+16%	+$100K	0.38%	66
2025 Q1	$623K	Buy	28,223 +8,830	+46%	+$206K	0.17%	91
2024 Q4	$450K	Buy	19,393 +6,418	+49%	+$150K	0.12%	109
2024 Q3	$293K	Buy	12,975 +1,275	+11%	+$27.8K	0.07%	138
2024 Q2	$255K	Buy	11,700 +9,000	+333%	+$186K	0.07%	135
2024 Q1	$55.9K	Sell	2,700 -42,738	-94%	-$841K	0.01%	172
2023 Q4	$854K	Buy	+45,438	New	+$798K	0.16%	104

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

Mitchell Sinkler & Starr increased its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q2 2026, buying an estimated $39.3K and bringing the position to 37,943 shares worth $1.12M. The position accounts for 0.47% of the portfolio, ranked #50.

Mitchell Sinkler & Starr first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 574 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Mitchell Sinkler & Starr held 37,943 shares of Schwab US Large- Cap ETF worth $1.12M as of Q2 2026.
Mitchell Sinkler & Starr bought 1,375 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $39.3K.
Schwab US Large- Cap ETF made up 0.47% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #50 holding.
Mitchell Sinkler & Starr first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
574 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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