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 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 $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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: Q1 2026 in Review

Winthrop Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.12% in Q1 2026, selling an estimated $1.91K and leaving 50,211 shares worth $1.55M. The position accounts for 0.4% of the portfolio, ranked #52.

Winthrop Capital Management first reported a position in SCHM in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.1M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Winthrop Capital Management held 50,211 shares of Schwab US Mid-Cap ETF worth $1.55M as of Q1 2026.
Winthrop Capital Management sold 60 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.91K.
Schwab US Mid-Cap ETF made up 0.4% of Winthrop Capital Management's portfolio in Q1 2026, its #52 holding.
Winthrop Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's Schwab US Mid-Cap ETF position peaked at $2.1M in Q4 2024.
1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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