SCHD SCHWAB STRATEGIC TR

Ownership history in MITCHELL SINKLER & STARR/PA  ·  23 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported SCHWAB STRATEGIC TR (SCHD) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.17% in 2025 Q2. The latest visible filing shows SCHD at 1.11% 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 SCHD 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

SCHD was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q2

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 SCHD — position size vs. price
% of Fund (quarterly)    SCHD 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 REDUCED 89,807 -1,900 -2.1% 1.11% $2.5M 2026-02-14 (Est.) $31.34
2025 Q3 REDUCED 91,707 -925 -1.0% 1.13% $2.5M 2025-11-04 $25.95
2025 Q2 ADDED 92,632 +10,692 +13.0% 1.17% $2.5M 2025-07-25 $26.56
2025 Q1 ADDED 81,940 +7,215 +9.7% 0.64% $2.3M 2025-05-07 $24.69
2024 Q4 ADDED 74,725 +50,150 +204.1% 0.54% $2.0M 2025-02-12 $26.38
2024 Q3 ADDED 24,575 +1,655 +7.2% 0.52% $2.1M 2024-11-13 $27.43
2024 Q2 REDUCED 22,920 -1,094 -4.6% 0.47% $1.8M 2024-08-07 $24.64
2024 Q1 REDUCED 24,014 -27,201 -53.1% 0.48% $1.9M 2024-04-30 $23.79
2023 Q4 ADDED 51,215 +22,250 +76.8% 0.71% $3.9M 2024-02-12 $23.69
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MITCHELL SINKLER & STARR/PA and SCHD

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 SCHD?

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

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

The largest reported portfolio weight for SCHD was 1.17% in 2025 Q2.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL SINKLER & STARR/PA reported 89,807 shares, equal to 1.11% of portfolio, with an estimated market value of $2.5M.

What does the chart on this SCHD ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA's quarterly SCHD 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.

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