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
1,399
Shares Held
495M
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
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More about SCHB
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