Winthrop Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Buy	59,274 +355	+0.6%	+$12.7K	0.52%	41
2026 Q1	$1.94M	Sell	58,919 -794	-1%	-$27.1K	0.5%	42
2025 Q4	$1.96M	Buy	59,713 +1,484	+3%	+$49.5K	0.46%	45
2025 Q3	$1.94M	Buy	58,229 +1,269	+2%	+$40K	0.47%	43
2025 Q2	$1.72M	Buy	56,960 +8	+0%	+$227	0.43%	49
2025 Q1	$1.57M	Sell	56,952 -792	-1%	-$21.7K	0.43%	48
2024 Q4	$1.54M	Buy	+57,744	New	+$1.63M	0.41%	52
2024 Q1	–	Sell	-52,437	Closed	-$1.3M	–	266
2023 Q4	$1.3M	Buy	+52,437	New	+$1.26M	0.42%	47

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

Winthrop Capital Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.6% in Q2 2026, buying an estimated $12.7K and bringing the position to 59,274 shares worth $2.15M. The position accounts for 0.52% of the portfolio, ranked #41.

Winthrop Capital Management first reported a position in SCHE in Q4 2023 and has held it in 8 quarters since. 895 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Winthrop Capital Management held 59,274 shares of Schwab Emerging Markets Equity ETF worth $2.15M as of Q2 2026.
Winthrop Capital Management bought 355 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $12.7K.
Schwab Emerging Markets Equity ETF made up 0.52% of Winthrop Capital Management's portfolio in Q2 2026, its #41 holding.
Winthrop Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 8 quarters since.
895 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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