Schwab U S Broad Market ETF shares owned by Winthrop Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Winthrop Capital Management
from 13F filings
Historical chart of Winthrop Capital Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Winthrop Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $384k | 15k | 25.68 |
| 2025-06-30 | $565k | 24k | 23.84 |
| 2025-03-31 | $655k | 30k | 21.52 |
| 2024-12-31 | $692k | 30k | 22.77 |
| 2023-12-31 | $673k | 12k | 55.67 |
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