Winthrop Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Winthrop Capital Management’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	$433K	Buy	14,963 +19	+0.1%	+$532	0.1%	96
2026 Q1	$375K	Sell	14,944 -57	-0.4%	-$1.5K	0.1%	97
2025 Q4	$393K	Buy	15,001 +46	+0.3%	+$1.2K	0.09%	103
2025 Q3	$384K	Sell	14,955 -8,745	-37%	-$216K	0.09%	98
2025 Q2	$565K	Sell	23,700 -6,739	-22%	-$148K	0.14%	91
2025 Q1	$655K	Buy	30,439 +48	+0.2%	+$1.09K	0.18%	84
2024 Q4	$692K	Buy	+30,391	New	+$694K	0.18%	82
2024 Q1	–	Sell	-36,243	Closed	-$673K	–	264
2023 Q4	$673K	Buy	+36,243	New	+$626K	0.22%	85

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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 Capital Management's SCHB Position: Q2 2026 in Review

Winthrop Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.13% in Q2 2026, buying an estimated $532 and bringing the position to 14,963 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #96.

Winthrop Capital Management first reported a position in SCHB in Q4 2023 and has held it in 8 quarters since. The position peaked at $692K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Winthrop Capital Management held 14,963 shares of Schwab US Broad Market ETF worth $433K as of Q2 2026.
Winthrop Capital Management bought 19 Schwab US Broad Market ETF shares in Q2 2026, an estimated $532.
Schwab US Broad Market ETF made up 0.1% of Winthrop Capital Management's portfolio in Q2 2026, its #96 holding.
Winthrop Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's Schwab US Broad Market ETF position peaked at $692K in Q4 2024.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.