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Disclosery

Winthrop Advisory Group LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Winthrop Advisory Group LLC on SCHD, newest first. How the timeline and the estimate are built.

Winthrop Advisory Group LLC held 366,832 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 366,832 shares
    Change vs previous 13F -7,448 shares

    0.78% of the 13F portfolio, value $11,632,253.

    13F-HR 0001739043-26-000006 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 374,280 shares
    Change vs previous 13F -6,357 shares

    0.94% of the 13F portfolio, value $11,482,922.

    13F-HR 0001739043-26-000004 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 380,637 shares
    Change vs previous 13F +19,488 shares

    0.88% of the 13F portfolio, value $10,440,865.

    13F-HR/A 0001739043-26-000003 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 361,149 shares
    Change vs previous 13F -1,468 shares

    0.86% of the 13F portfolio, value $9,859,375.

    13F-HR 0001739043-25-000007 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 362,617 shares
    Change vs previous 13F +2,447 shares

    0.93% of the 13F portfolio, value $9,609,359.

    13F-HR 0001739043-25-000004 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 360,170 shares
    Change vs previous 13F -11,431 shares

    1.21% of the 13F portfolio, value $10,070,355.

    13F-HR 0001739043-25-000003 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 371,601 shares
    Change vs previous 13F +246,435 shares

    1.22% of the 13F portfolio, value $10,152,151.

    13F-HR 0001739043-25-000002 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 125,166 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $10,580,324.

    13F-HR 0001739043-24-000009 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).