Winthrop Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Winthrop Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.5M	Sell	86,113 -350	-0.4%	-$10.5K	0.64%	38
2025 Q4	$2.46M	Sell	86,463 -7,138	-8%	-$202K	0.57%	41
2025 Q3	$2.61M	Sell	93,601 -21,660	-19%	-$579K	0.63%	38
2025 Q2	$2.92M	Sell	115,261 -4,526	-4%	-$107K	0.74%	38
2025 Q1	$2.81M	Sell	119,787 -263	-0.2%	-$6.7K	0.77%	35
2024 Q4	$3.1M	Buy	+120,050	New	+$3.19M	0.83%	36
2024 Q1	–	Sell	-125,260	Closed	-$2.96M	–	263
2023 Q4	$2.96M	Buy	+125,260	New	+$2.64M	0.97%	29

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Winthrop Capital Management's SCHA Position: Q1 2026 in Review

Winthrop Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.4% in Q1 2026, selling an estimated $10.5K and leaving 86,113 shares worth $2.5M. The position accounts for 0.64% of the portfolio, ranked #38.

Winthrop Capital Management first reported a position in SCHA in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.1M in Q4 2024. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Winthrop Capital Management held 86,113 shares of Schwab U.S Small- Cap ETF worth $2.5M as of Q1 2026.
Winthrop Capital Management sold 350 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $10.5K.
Schwab U.S Small- Cap ETF made up 0.64% of Winthrop Capital Management's portfolio in Q1 2026, its #38 holding.
Winthrop Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's Schwab U.S Small- Cap ETF position peaked at $3.1M in Q4 2024.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.