Winthrop Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.85M	Sell	65,912 -8,570	-12%	-$240K	0.47%	46
2025 Q1	$1.95M	Sell	74,482 -1,316	-2%	-$34.5K	0.54%	42
2024 Q4	$2.1M	Buy	+75,798	New	+$2.1M	0.56%	42
2024 Q1	–	Sell	-74,364	Closed	-$1.87M	–	270
2023 Q4	$1.87M	Buy	+74,364	New	+$1.87M	0.61%	38