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 Q3	$1.14M	Hold	37,943	–	–	0.46%	48
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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

Mitchell Sinkler & Starr held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 37,943 shares worth $1.14M. The position accounts for 0.46% of the portfolio, ranked #48.

Mitchell Sinkler & Starr first reported a position in SCHX in Q4 2023 and has held it in 12 quarters since. 527 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Mitchell Sinkler & Starr held 37,943 shares of Schwab US Large- Cap ETF worth $1.14M as of Q3 2026.
Mitchell Sinkler & Starr left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.46% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #48 holding.
Mitchell Sinkler & Starr first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 12 quarters since.
527 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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