WCM
SCHG icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Winthrop Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0% in Q1 2026, buying an estimated $124 and bringing the position to 154,591 shares worth $4.5M. The position accounts for 1.16% of the portfolio, ranked #29.

Winthrop Capital Management first reported a position in SCHG in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.04M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Winthrop Capital Management held 154,591 shares of Schwab US Large-Cap Growth ETF worth $4.5M as of Q1 2026.
  • Winthrop Capital Management bought 4 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $124.
  • Schwab US Large-Cap Growth ETF made up 1.16% of Winthrop Capital Management's portfolio in Q1 2026, its #29 holding.
  • Winthrop Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 7 quarters since.
  • Winthrop Capital Management's Schwab US Large-Cap Growth ETF position peaked at $5.04M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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