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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Winthrop Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.7% in Q1 2026, selling an estimated $1.42M and leaving 433,576 shares worth $13.3M. The position accounts for 3.42% of the portfolio, ranked #5.

Winthrop Capital Management first reported a position in SCHD in Q4 2023 and has held it in 7 quarters since. The position peaked at $14M in Q1 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Winthrop Capital Management held 433,576 shares of Schwab US Dividend Equity ETF worth $13.3M as of Q1 2026.
Winthrop Capital Management sold 46,793 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.42M.
Schwab US Dividend Equity ETF made up 3.42% of Winthrop Capital Management's portfolio in Q1 2026, its #5 holding.
Winthrop Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's Schwab US Dividend Equity ETF position peaked at $14M in Q1 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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