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 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	$9.86M	Sell	361,149 -1,468	-0.4%	-$40K	0.86%	20
2025 Q2	$9.61M	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	$9.78M	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	$9.87M	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	$9.59M	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	$9.67M	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	$10.1M	Sell	413,451 -855	-0.2%	-$19.4K	2.48%	12
2020 Q4	$8.86M	Buy	414,306 +471	+0.1%	+$9.55K	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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

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

Winthrop Advisory Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q2 2026, selling an estimated $236K and leaving 366,832 shares worth $11.6M. The position accounts for 0.78% of the portfolio, ranked #24.

Winthrop Advisory Group first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. 468 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Winthrop Advisory Group held 366,832 shares of Schwab US Dividend Equity ETF worth $11.6M as of Q2 2026.
Winthrop Advisory Group sold 7,448 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $236K.
Schwab US Dividend Equity ETF made up 0.78% of Winthrop Advisory Group's portfolio in Q2 2026, its #24 holding.
Winthrop Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
468 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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