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Winthrop Capital Management, LLC: SCHB position timeline

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

Winthrop Capital Management, LLC held 14,963 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,963 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $433,000.

    13F-HR 0001999371-26-017740 filed by Winthrop Capital Management, 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 14,944 shares
    Change vs previous 13F -57 shares

    0.1% of the 13F portfolio, value $375,000.

    13F-HR 0001999371-26-009196 filed by Winthrop Capital Management, 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 15,001 shares
    Change vs previous 13F +46 shares

    0.09% of the 13F portfolio, value $393,000.

    13F-HR 0001999371-26-002954 filed by Winthrop Capital Management, 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 14,955 shares
    Change vs previous 13F -8,745 shares

    0.09% of the 13F portfolio, value $384,000.

    13F-HR 0001999371-25-017607 filed by Winthrop Capital Management, 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 23,700 shares
    Change vs previous 13F -6,739 shares

    0.14% of the 13F portfolio, value $565,000.

    13F-HR 0001999371-25-010763 filed by Winthrop Capital Management, 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 30,439 shares
    Change vs previous 13F +48 shares

    0.18% of the 13F portfolio, value $655,000.

    13F-HR 0001999371-25-005506 filed by Winthrop Capital Management, 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 30,391 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $692,000.

    13F-HR 0001839882-25-008932 filed by Winthrop Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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