Winthrop Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.11M	Sell	150,856 -3,735	-2%	-$124K	1.23%	25
2026 Q1	$4.5M	Buy	154,591 +4	+0%	+$124	1.16%	29
2025 Q4	$5.04M	Sell	154,587 -1,971	-1%	-$64.1K	1.18%	30
2025 Q3	$5M	Sell	156,558 -4,780	-3%	-$146K	1.21%	28
2025 Q2	$4.71M	Sell	161,338 -4,083	-2%	-$108K	1.19%	25
2025 Q1	$4.14M	Sell	165,421 -3,526	-2%	-$96.6K	1.14%	28
2024 Q4	$4.75M	Buy	+168,947	New	+$4.62M	1.27%	26
2024 Q1	–	Sell	-236,356	Closed	-$4.9M	–	268
2023 Q4	$4.9M	Buy	+236,356	New	+$4.57M	1.6%	19

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Winthrop Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q2 2026, selling an estimated $124K and leaving 150,856 shares worth $5.11M. The position accounts for 1.23% of the portfolio, ranked #25.

Winthrop Capital Management first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Winthrop Capital Management held 150,856 shares of Schwab US Large-Cap Growth ETF worth $5.11M as of Q2 2026.
Winthrop Capital Management sold 3,735 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $124K.
Schwab US Large-Cap Growth ETF made up 1.23% of Winthrop Capital Management's portfolio in Q2 2026, its #25 holding.
Winthrop Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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