Winthrop Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Winthrop Advisory Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.9M	Sell	365,163 -1,669	-0.5%	-$56.3K	0.74%	29
2026 Q2	$11.6M	Sell	366,832 -7,448	-2%	-$236K	0.78%	24
2026 Q1	$11.5M	Sell	374,280 -6,357	-2%	-$193K	0.94%	20
2025 Q4	$10.4M	Buy	380,637 +19,488	+5%	+$530K	0.88%	19
2025 Q3	$9.9M	Sell	361,149 -1,468	-0.4%	-$40K	0.86%	20
2025 Q2	$9.6M	Buy	362,617 +2,447	+0.7%	+$63.9K	0.93%	20
2025 Q1	$10.1M	Sell	360,170 -11,431	-3%	-$319K	1.21%	18
2024 Q4	$10.2M	Sell	371,601 -3,897	-1%	-$111K	1.22%	17
2024 Q3	$10.6M	Sell	375,498 -1,956	-0.5%	-$53.3K	1.31%	17
2024 Q2	$9.8M	Sell	377,454 -1,374	-0.4%	-$35.8K	1.33%	16
2024 Q1	$10.2M	Sell	378,828 -10,254	-3%	-$265K	1.47%	15
2023 Q4	$9.9M	Sell	389,082 -3,339	-0.9%	-$79.6K	1.54%	14
2023 Q3	$9.26M	Sell	392,421 -3,789	-1%	-$93K	1.52%	15
2023 Q2	$9.6M	Sell	396,210 -1,380	-0.3%	-$33K	1.54%	15
2023 Q1	$9.7M	Sell	397,590 -2,544	-0.6%	-$63.6K	1.71%	14
2022 Q4	$10.1M	Buy	400,134 +3,129	+0.8%	+$77.2K	1.91%	14
2022 Q3	$8.79M	Sell	397,005 -8,076	-2%	-$196K	1.88%	13
2022 Q2	$9.7M	Buy	405,081 +1,002	+0.2%	+$25.5K	2.27%	12
2022 Q1	$10.6M	Sell	404,079 -10,134	-2%	-$265K	2.21%	11
2021 Q4	$11.2M	Buy	414,213 +1,614	+0.4%	+$41.9K	2.24%	11
2021 Q3	$10.2M	Sell	412,599 -1,464	-0.4%	-$37.2K	2.27%	11
2021 Q2	$10.4M	Buy	414,063 +612	+0.1%	+$15.5K	2.35%	13
2021 Q1	$10M	Sell	413,451 -855	-0.2%	-$19.4K	2.48%	12
2020 Q4	$8.86M	Buy	414,306 +471	+0.1%	+$9.6K	2.32%	12
2020 Q3	$7.65M	Sell	413,835 -28,860	-7%	-$531K	2.34%	11
2020 Q2	$7.56M	Buy	442,695 +10,920	+3%	+$184K	2.67%	11
2020 Q1	$6.47M	Buy	+431,775	New	+$7.75M	2.59%	11

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Winthrop Advisory Group's SCHD Position: Q3 2026 in Review

Winthrop Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.45% in Q3 2026, selling an estimated $56.3K and leaving 365,163 shares worth $11.9M. The position accounts for 0.74% of the portfolio, ranked #29.

Winthrop Advisory Group first reported a position in SCHD in Q1 2020 and has held it in 27 quarters since. 2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Winthrop Advisory Group held 365,163 shares of Schwab US Dividend Equity ETF worth $11.9M as of Q3 2026.
Winthrop Advisory Group sold 1,669 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $56.3K.
Schwab US Dividend Equity ETF made up 0.74% of Winthrop Advisory Group's portfolio in Q3 2026, its #29 holding.
Winthrop Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 27 quarters since.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.