Winthrop Capital Management, LLC SCHX Holdings History
Winthrop Capital Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Winthrop Capital Management, LLC held 666,524.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $14.72 Mil. This investment constitutes 4.05% of their stock portfolio, and Winthrop Capital Management, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then Winthrop Capital Management, LLC has made 1 purchases of SCHX, at an average price of $30.96, for a total of 916,123.00 shares. In addition, there have been 2 sales at an average price of $57.44 for 249,599.00 shares. Based on historical transaction data and SCHX's current price of $25.11, Winthrop Capital Management, LLC's estimated gain on his SCHX holdings is $2.71 Mil, reflecting a 9.57% gain to date.
Winthrop Capital Management, LLC SCHX ($25.11) Holding Chart
Winthrop Capital Management, LLC SCHX ($25.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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