Winthrop Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Winthrop Capital Management’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	$13.4M	Sell	421,081 -12,495	-3%	-$396K	3.22%	6
2026 Q1	$13.3M	Sell	433,576 -46,793	-10%	-$1.42M	3.42%	5
2025 Q4	$13.2M	Sell	480,369 -2,670	-0.6%	-$72.6K	3.07%	7
2025 Q3	$13.2M	Buy	483,039 +8,732	+2%	+$238K	3.19%	7
2025 Q2	$12.6M	Sell	474,307 -25,681	-5%	-$671K	3.18%	7
2025 Q1	$14M	Sell	499,988 -7,018	-1%	-$196K	3.85%	5
2024 Q4	$13.8M	Buy	+507,006	New	+$14.4M	3.67%	5
2024 Q1	–	Sell	-459,021	Closed	-$11.6M	–	265
2023 Q4	$11.6M	Buy	+459,021	New	+$10.9M	3.8%	4

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Winthrop Capital Management's SCHD Position: Q2 2026 in Review

Winthrop Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.9% in Q2 2026, selling an estimated $396K and leaving 421,081 shares worth $13.4M. The position accounts for 3.22% of the portfolio, ranked #6.

Winthrop Capital Management first reported a position in SCHD in Q4 2023 and has held it in 8 quarters since. The position peaked at $14M in Q1 2025. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Winthrop Capital Management held 421,081 shares of Schwab US Dividend Equity ETF worth $13.4M as of Q2 2026.
Winthrop Capital Management sold 12,495 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $396K.
Schwab US Dividend Equity ETF made up 3.22% of Winthrop Capital Management's portfolio in Q2 2026, its #6 holding.
Winthrop Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's Schwab US Dividend Equity ETF position peaked at $14M in Q1 2025.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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