WAG
SCHX icon

Winthrop Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Winthrop Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.02M Sell
170,653
-3,095
-2% -$88.4K 0.34% 42
2026
Q1 		$4.45M Sell
173,748
-5,439
-3% -$146K 0.36% 41
2025
Q4 		$4.82M Sell
179,187
-3,375
-2% -$90.1K 0.41% 39
2025
Q3 		$4.81M Sell
182,562
-3,937
-2% -$100K 0.42% 37
2025
Q2 		$4.56M Sell
186,499
-2,135
-1% -$48.3K 0.44% 36
2025
Q1 		$4.17M Sell
188,634
-2,373
-1% -$55.2K 0.5% 27
2024
Q4 		$4.43M Sell
191,007
-1,341
-0.7% -$31.3K 0.53% 26
2024
Q3 		$4.35M Sell
192,348
-2,745
-1% -$59.8K 0.54% 25
2024
Q2 		$4.18M Sell
195,093
-2,544
-1% -$52.6K 0.57% 26
2024
Q1 		$4.09M Sell
197,637
-9,750
-5% -$192K 0.59% 24
2023
Q4 		$3.9M Sell
207,387
-1,899
-0.9% -$33.3K 0.61% 26
2023
Q3 		$3.53M Sell
209,286
-1,737
-0.8% -$30.5K 0.58% 25
2023
Q2 		$3.68M Sell
211,023
-5,592
-3% -$92.3K 0.59% 25
2023
Q1 		$3.49M Buy
216,615
+4,212
+2% +$66.3K 0.62% 24
2022
Q4 		$3.2M Buy
212,403
+49,611
+30% +$751K 0.61% 25
2022
Q3 		$2.3M Buy
+162,792
New +$2.55M 0.49% 25

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Winthrop Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q2 2026, selling an estimated $88.4K and leaving 170,653 shares worth $5.02M. The position accounts for 0.34% of the portfolio, ranked #42.

Winthrop Advisory Group first reported a position in SCHX in Q3 2022 and has held it in 16 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Winthrop Advisory Group held 170,653 shares of Schwab US Large- Cap ETF worth $5.02M as of Q2 2026.
  • Winthrop Advisory Group sold 3,095 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $88.4K.
  • Schwab US Large- Cap ETF made up 0.34% of Winthrop Advisory Group's portfolio in Q2 2026, its #42 holding.
  • Winthrop Advisory Group first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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