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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86M	Buy	50,385 +174	+0.3%	+$5.99K	0.45%	46
2026 Q1	$1.55M	Sell	50,211 -60	-0.1%	-$1.91K	0.4%	52
2025 Q4	$1.51M	Sell	50,271 -4,358	-8%	-$130K	0.35%	57
2025 Q3	$1.62M	Sell	54,629 -11,283	-17%	-$328K	0.39%	51
2025 Q2	$1.85M	Sell	65,912 -8,570	-12%	-$226K	0.47%	46
2025 Q1	$1.95M	Sell	74,482 -1,316	-2%	-$36.6K	0.54%	42
2024 Q4	$2.1M	Buy	+75,798	New	+$2.16M	0.56%	42
2024 Q1	–	Sell	-74,364	Closed	-$1.87M	–	270
2023 Q4	$1.87M	Buy	+74,364	New	+$1.7M	0.61%	38

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Winthrop Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.35% in Q2 2026, buying an estimated $5.99K and bringing the position to 50,385 shares worth $1.86M. The position accounts for 0.45% of the portfolio, ranked #46.

Winthrop Capital Management first reported a position in SCHM in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.1M in Q4 2024. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Winthrop Capital Management held 50,385 shares of Schwab US Mid-Cap ETF worth $1.86M as of Q2 2026.
Winthrop Capital Management bought 174 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $5.99K.
Schwab US Mid-Cap ETF made up 0.45% of Winthrop Capital Management's portfolio in Q2 2026, its #46 holding.
Winthrop Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's Schwab US Mid-Cap ETF position peaked at $2.1M in Q4 2024.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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