Winthrop Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43K	Buy	1,412 +800	+131%	+$24.9K	0.01%	193
2025 Q4	$18K	Hold	612	–	–	﹤0.01%	220
2025 Q3	$18K	Hold	612	–	–	﹤0.01%	204
2025 Q2	$17K	Hold	612	–	–	﹤0.01%	213
2025 Q1	$16K	Hold	612	–	–	﹤0.01%	196
2024 Q4	$16K	Buy	+612	New	+$16.5K	﹤0.01%	209
2024 Q1	–	Sell	-4,704	Closed	-$110K	–	271
2023 Q4	$110K	Buy	+4,704	New	+$103K	0.04%	138

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Winthrop Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 131% in Q1 2026, buying an estimated $24.9K and bringing the position to 1,412 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #193.

Winthrop Capital Management first reported a position in SCHV in Q4 2023 and has held it in 7 quarters since. The position peaked at $110K in Q4 2023. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Winthrop Capital Management held 1,412 shares of Schwab US Large-Cap Value ETF worth $43K as of Q1 2026.
Winthrop Capital Management bought 800 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $24.9K.
Schwab US Large-Cap Value ETF made up 0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #193 holding.
Winthrop Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's Schwab US Large-Cap Value ETF position peaked at $110K in Q4 2023.
964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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