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Schwab Strategic Tr us dividend eq shares owned by Winthrop Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Winthrop Capital Management from 13F filings

Historical chart of Winthrop Capital Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Winthrop Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Winthrop Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 483k 27.30
2025-06-30 $13M 474k 26.50
2025-03-31 $14M 500k 27.96
2024-12-31 $14M 507k 27.23
2023-12-31 $12M 153k 76.13

More positions owned by Winthrop Capital Management

Vanguard World Etf (VGT)
Spdr Series Trust Short (SPSB)
Schwab Strategic Tr Etf (SCHX)
Vanguard World Etf (VFH)
Ishares Tr Eafe (IEFA)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Eq (SCHD)
Invesco Exchange Traded Fd T WGT (RSP)
Spdr S&p 500 Etf Tr Unit (SPY)
Ishares Tr Vol (USMV)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Etf (LQD)
Vanguard Scottsdale Fds Corp (VCIT)
Select Sector Spdr Tr Discr (XLY)
Select Sector Spdr Tr Healthcare (XLV)

View all positions for Winthrop Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

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Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq