Lathrop Investment Management Corp Schwab Strategic Tr 1000 Index Transaction History
Lathrop Investment Management Corp
- $529 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
229Shares Held
72.3MCall Options Held
3.2KPut Options Held
8K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
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Warwick Investment Management, Inc.4.09MShares$126 Million23.81% of portfolio
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Creative Planning Overland Park, KS3.09MShares$95 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.9 Million5.96% of portfolio