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Disclosery

Winthrop Advisory Group LLC: SCHX position timeline

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

Winthrop Advisory Group LLC held 170,653 SCHX 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 170,653 shares
    Change vs previous 13F -3,095 shares

    0.34% of the 13F portfolio, value $5,022,316.

    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 173,748 shares
    Change vs previous 13F -5,439 shares

    0.36% of the 13F portfolio, value $4,454,891.

    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 179,187 shares
    Change vs previous 13F -3,375 shares

    0.41% of the 13F portfolio, value $4,821,923.

    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 182,562 shares
    Change vs previous 13F -3,937 shares

    0.42% of the 13F portfolio, value $4,808,676.

    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 186,499 shares
    Change vs previous 13F -2,135 shares

    0.44% of the 13F portfolio, value $4,558,032.

    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 188,634 shares
    Change vs previous 13F -2,373 shares

    0.5% of the 13F portfolio, value $4,165,041.

    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 191,007 shares
    Change vs previous 13F +126,891 shares

    0.53% of the 13F portfolio, value $4,427,547.

    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 64,116 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,350,253.

    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).