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Winthrop Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Winthrop Advisory Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72M Buy
2,487,708
+92,674
+4% +$2.59M 4.85% 6
2026
Q1 		$60.1M Buy
2,395,034
+100,796
+4% +$2.64M 4.91% 8
2025
Q4 		$60.2M Sell
2,294,238
-14,315
-0.6% -$373K 5.1% 7
2025
Q3 		$59.4M Buy
2,308,553
+23,233
+1% +$575K 5.19% 8
2025
Q2 		$54.5M Buy
2,285,320
+852,738
+60% +$18.8M 5.25% 8
2025
Q1 		$30.8M Sell
1,432,582
-43,797
-3% -$996K 3.71% 9
2024
Q4 		$33.5M Buy
1,476,379
+279,277
+23% +$6.38M 4.02% 8
2024
Q3 		$26.5M Buy
1,197,102
+6,687
+0.6% +$143K 3.28% 9
2024
Q2 		$24.9M Buy
1,190,415
+15,891
+1% +$322K 3.39% 9
2024
Q1 		$23.9M Buy
1,174,524
+10,650
+0.9% +$206K 3.46% 9
2023
Q4 		$21.6M Buy
1,163,874
+45,063
+4% +$778K 3.37% 9
2023
Q3 		$18.6M Buy
1,118,811
+20,898
+2% +$362K 3.05% 10
2023
Q2 		$18.9M Buy
1,097,913
+25,275
+2% +$412K 3.03% 10
2023
Q1 		$17.1M Sell
1,072,638
-14,739
-1% -$230K 3.02% 10
2022
Q4 		$16.2M Buy
1,087,377
+37,752
+4% +$567K 3.08% 10
2022
Q3 		$14.7M Buy
1,049,625
+15,954
+2% +$248K 3.15% 10
2022
Q2 		$15.2M Buy
+1,033,671
New +$16.6M 3.57% 9

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Winthrop Advisory Group's SCHB Position: Q2 2026 in Review

Winthrop Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 3.9% in Q2 2026, buying an estimated $2.59M and bringing the position to 2,487,708 shares worth $72M. The position accounts for 4.85% of the portfolio, ranked #6.

Winthrop Advisory Group first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Winthrop Advisory Group held 2,487,708 shares of Schwab US Broad Market ETF worth $72M as of Q2 2026.
  • Winthrop Advisory Group bought 92,674 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.59M.
  • Schwab US Broad Market ETF made up 4.85% of Winthrop Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Winthrop Advisory Group first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.