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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.2M	Sell	662,805 -3,719	-0.6%	-$90.9K	4.09%	3
2025 Q1	$14.7M	Sell	666,524 -11,279	-2%	-$249K	4.05%	4
2024 Q4	$15.8M	Buy	+677,803	New	+$15.8M	4.2%	3
2024 Q1	–	Sell	-714,960	Closed	-$13.4M	–	272
2023 Q4	$13.4M	Buy	+714,960	New	+$13.4M	4.39%	3