SCHB SCHWAB STRATEGIC TR

Ownership history in MITCHELL SINKLER & STARR/PA  ·  32 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported SCHWAB STRATEGIC TR (SCHB) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.88% in 2025 Q4. The latest visible filing shows SCHB at 3.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL SINKLER & STARR/PA's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHB was reported at 3.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.88% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MITCHELL SINKLER & STARR/PA held SCHB — position size vs. price
% of Fund (quarterly)    SCHB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 327,595 0% 3.88% $8.6M 2026-02-14 (Est.) $26.26
2025 Q3 UNCHANGED 327,595 0% 3.79% $8.4M 2025-11-04 $25.83
2025 Q2 REDUCED 327,595 -19,355 -5.6% 3.74% $7.8M 2025-07-25 $24.38
2025 Q1 ADDED 346,950 +775 +0.2% 2.09% $7.5M 2025-05-07 $21.36
2024 Q4 ADDED 346,175 +231,600 +202.1% 2.10% $7.9M 2025-02-12 $23.05
2024 Q3 REDUCED 114,575 -4,054 -3.4% 1.92% $7.6M 2024-11-13 $22.78
2024 Q2 ADDED 118,629 +19,960 +20.2% 1.95% $7.6M 2024-08-07 $19.60
2024 Q1 REDUCED 98,669 -22,376 -18.5% 1.51% $6.0M 2024-04-30 $18.99
2023 Q4 ADDED 121,045 +14,255 +13.3% 1.23% $6.7M 2024-02-12 $18.95
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MITCHELL SINKLER & STARR/PA and SCHB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL SINKLER & STARR/PA reported owning SCHB?

MITCHELL SINKLER & STARR/PA reported SCHB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHB position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for SCHB was 3.88% in 2025 Q4.

What is the latest reported SCHB position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL SINKLER & STARR/PA reported 327,595 shares, equal to 3.88% of portfolio, with an estimated market value of $8.6M.

What does the chart on this SCHB ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA's quarterly SCHB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MITCHELL SINKLER & STARR/PA Holdings