Winthrop Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Winthrop Capital Management, LLC

$413 Million
Q3 2025

A detailed history of Winthrop Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Winthrop Capital Management, LLC holds 651,164 shares of SCHX stock, worth $17.3 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares

651,164

Previous 662,805 1.76%

Holding current value

$17.3 Million

Previous $16.2 Million 5.88%

% of portfolio

4.15%

Previous 4.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$24.46 - $26.5 $284,738 - $308,486	-11,641 Reduced 1.76%	651,164 $17.2 Million
Q2 2025 Aug 07, 2025	SELL	$19.6 - $24.44 $72,892 - $90,892	-3,719 Reduced 0.56%	662,805 $16.2 Million
Q1 2025 May 06, 2025	SELL	$21.75 - $24.28 $245,318 - $273,854	-11,279 Reduced 1.66%	666,524 $14.7 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $15.2 Million - $46.3 Million	677,803 New	677,803 $15.8 Million
Q4 2023 Feb 09, 2024	BUY	$48.47 - $56.6 $11.6 Million - $13.5 Million	238,320 New	238,320 $13.4 Billion

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

Winthrop Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History