Lathrop Investment Management Corp Schwab Strategic U.S. Mid Cap Transaction History
Lathrop Investment Management Corp
- $511 Million
- Q2 2024
A detailed history of Lathrop Investment Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lathrop Investment Management Corp holds 66,872 shares of SCHM stock, worth $5.4 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
66,872
Previous 70,215
4.76%
Holding current value
$5.4 Million
Previous $5.72 Million
8.97%
% of portfolio
1.02%
Previous 1.11%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio