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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$565K	Sell	23,700 -6,739	-22%	-$161K	0.14%	91
2025 Q1	$655K	Buy	30,439 +48	+0.2%	+$1.03K	0.18%	84
2024 Q4	$692K	Buy	+30,391	New	+$692K	0.18%	82
2024 Q1	–	Sell	-36,243	Closed	-$673K	–	264
2023 Q4	$673K	Buy	+36,243	New	+$673K	0.22%	85