Winthrop Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$891K	Sell	42,110 -2,280	-5%	-$48.2K	0.23%	74
2025 Q1	$955K	Buy	44,390 +20	+0%	+$430	0.26%	72
2024 Q4	$925K	Buy	+44,370	New	+$925K	0.25%	76
2024 Q1	–	Sell	-48,517	Closed	-$1M	–	269
2023 Q4	$1M	Buy	+48,517	New	+$1M	0.33%	66