SCHI β€” SCHWAB STRATEGIC TR

Ownership history in MITCHELL SINKLER & STARR/PA  Β·  9 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported SCHWAB STRATEGIC TR (SCHI) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q2. The latest visible filing shows SCHI at 0.12% 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.

What this SCHI 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
2026 Q1

SCHI was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2024 Q1 to 2026 Q1

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 SCHI β€” position size vs. price
% of Fund (quarterly)    SCHI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,265 β€” 0% 0.12% $255K 2026-04-13 $22.79
2025 Q4 REDUCED 11,265 -500 -4.2% 0.12% $259K 2026-02-11 $22.82
2025 Q3 UNCHANGED 11,765 β€” 0% 0.12% $272K 2025-11-04 $22.49
2025 Q2 ADDED 11,765 +2,475 +26.6% 0.13% $268K 2025-07-25 $21.85
2025 Q1 REDUCED 9,290 -1,800 -16.2% 0.06% $209K 2025-05-07 $21.31
2024 Q4 ADDED 11,090 +5,545 +100.0% 0.07% $245K 2025-02-12 $20.79
2024 Q3 ADDED 5,545 +800 +16.9% 0.06% $256K 2024-11-13 $20.73
2024 Q2 ADDED 4,745 +900 +23.4% 0.05% $212K 2024-08-07 $20.66
2024 Q1 INITIATED 3,845 β€” β€” 0.04% $171K 2024-04-30 $19.56

FAQ About MITCHELL SINKLER & STARR/PA and SCHI

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 SCHI?

MITCHELL SINKLER & STARR/PA reported SCHI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SCHI was 0.13% in 2025 Q2.

What is the latest reported SCHI position on this page?

The most recent filing on this page is 2026 Q1, when MITCHELL SINKLER & STARR/PA reported 11,265 shares, equal to 0.12% of portfolio, with an estimated market value of $255K.

What does the chart on this SCHI ownership page compare?

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