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

Winthrop Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.9M Sell
658,461
-2,262
-0.3% -$60.7K 4.33% 3
2025
Q4 		$17.8M Buy
660,723
+9,559
+1% +$255K 4.14% 4
2025
Q3 		$17.2M Sell
651,164
-11,641
-2% -$296K 4.15% 3
2025
Q2 		$16.2M Sell
662,805
-3,719
-0.6% -$84.1K 4.09% 3
2025
Q1 		$14.7M Sell
666,524
-11,279
-2% -$263K 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 +$12.6M 4.39% 3

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