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Winthrop Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Winthrop Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,536
Closed -$36K – 357
2025
Q4 		$36K Hold
1,536
– – 0.01% 201
2025
Q3 		$36K Hold
1,536
– – 0.01% 184
2025
Q2 		$36K Hold
1,536
– – 0.01% 193
2025
Q1 		$36K Hold
1,536
– – 0.01% 171
2024
Q4 		$35K Buy
+1,536
New +$35.5K 0.01% 182
2024
Q1 		– Sell
-1,600
Closed -$37.3K – 273
2023
Q4 		$37.3K Buy
+1,600
New +$35.8K 0.01% 174

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Winthrop Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 1,536 shares — an estimated $36K sold.

Winthrop Capital Management first reported a position in SCHZ in Q4 2023 and held it in 6 quarters. The position peaked at $37.3K in Q4 2023. 664 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Winthrop Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Winthrop Capital Management sold 1,536 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $36K.
  • Winthrop Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Winthrop Capital Management's Schwab US Aggregate Bond ETF position peaked at $37.3K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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