Winthrop Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Winthrop Capital Management, LLC

  • $413 Million
  • Q3 2025

A detailed history of Winthrop Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Winthrop Capital Management, LLC holds 14,955 shares of SCHB stock, worth $386,138. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,955
Previous 23,700 36.9%
Holding current value
$386,138
Previous $565,000 32.04%
% of portfolio
0.09%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$23.82 - $25.84 $208,305 - $225,970
-8,745 Reduced 36.9%
14,955 $384,000
Q2 2025

Aug 07, 2025
SELL
$19.1 - $23.83 $128,714 - $160,590
-6,739 Reduced 22.14%
23,700 $565,000
Q1 2025

May 06, 2025
BUY
$21.23 - $23.75 $1,019 - $1,140
48 Added 0.16%
30,439 $655,000
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $668,905 - $2.03 Million
30,391 New
30,391 $692,000
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $575,176 - $675,448
12,081 New
12,081 $673 Million

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Winthrop Capital Management, LLC Portfolio

Follow Winthrop Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email