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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17K	Hold	612	–	–	﹤0.01%	213
2025 Q1	$16K	Hold	612	–	–	﹤0.01%	196
2024 Q4	$16K	Buy	+612	New	+$16K	﹤0.01%	209
2024 Q1	–	Sell	-4,704	Closed	-$110K	–	271
2023 Q4	$110K	Buy	+4,704	New	+$110K	0.04%	138