Winthrop Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Winthrop Capital Management, LLC

$396 Million
Q2 2025

A detailed history of Winthrop Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Winthrop Capital Management, LLC holds 65,912 shares of SCHM stock, worth $1.87 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

65,912

Previous 74,482 11.51%

Holding current value

$1.87 Million

Previous $1.95 Million 5.23%

% of portfolio

0.47%

Previous 0.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$22.92 - $28.05 $196,424 - $240,388	-8,570 Reduced 11.51%	65,912 $1.85 Million
Q1 2025 May 06, 2025	SELL	$25.58 - $29.24 $33,663 - $38,479	-1,316 Reduced 1.74%	74,482 $1.95 Million
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $2.09 Million - $6.29 Million	75,798 New	75,798 $2.1 Million
Q4 2023 Feb 09, 2024	BUY	$63.01 - $75.95 $1.56 Million - $1.88 Million	24,788 New	24,788 $1.87 Billion

Others Institutions Holding SCHM

# of Institutions

1,026

Shares Held

285M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Winthrop Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History