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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.71M	Sell	161,338 -4,083	-2%	-$119K	1.19%	25
2025 Q1	$4.14M	Sell	165,421 -3,526	-2%	-$88.3K	1.14%	28
2024 Q4	$4.75M	Buy	+168,947	New	+$4.75M	1.27%	26
2024 Q1	–	Sell	-236,356	Closed	-$4.9M	–	268
2023 Q4	$4.9M	Buy	+236,356	New	+$4.9M	1.6%	19