Lathrop Investment Management Corp Schwab Strategic U.S. Mid Cap Transaction History

Lathrop Investment Management Corp

  • $504 Million
  • Q1 2025

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 161,928 shares of SCHM stock, worth $4.38 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
161,928
Previous 183,998 11.99%
Holding current value
$4.38 Million
Previous $5.1 Million 16.79%
% of portfolio
0.84%
Previous 0.97%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$25.58 - $29.24 $564,550 - $645,326
-22,070 Reduced 11.99%
161,928 $4.24 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $3.26 Million - $9.84 Million
118,439 Added 180.66%
183,998 $5.1 Million
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $99,092 - $109,215
-1,313 Reduced 1.96%
65,559 $5.45 Million
Q2 2024

Jul 18, 2024
SELL
$75.69 - $81.19 $253,031 - $271,418
-3,343 Reduced 4.76%
66,872 $5.21 Million
Q1 2024

May 01, 2024
SELL
$72.89 - $81.43 $168,521 - $188,266
-2,312 Reduced 3.19%
70,215 $5.72 Million
Q4 2023

Feb 05, 2024
SELL
$63.01 - $75.95 $404,398 - $487,447
-6,418 Reduced 8.13%
72,527 $5.46 Million
Q3 2023

Oct 25, 2023
SELL
$66.75 - $73.98 $78,364 - $86,852
-1,174 Reduced 1.47%
78,945 $5.34 Million
Q2 2023

Aug 02, 2023
SELL
$65.29 - $71.03 $9,858 - $10,725
-151 Reduced 0.19%
80,119 $5.69 Million
Q1 2023

Apr 20, 2023
SELL
$64.24 - $73.9 $147,752 - $169,970
-2,300 Reduced 2.79%
80,270 $5.45 Million
Q4 2022

Jan 17, 2023
SELL
$61.05 - $69.94 $59,829 - $68,541
-980 Reduced 1.17%
82,570 $5.42 Million
Q3 2022

Oct 27, 2022
SELL
$60.5 - $72.51 $28,919 - $34,659
-478 Reduced 0.57%
83,550 $5.06 Million
Q2 2022

Jul 21, 2022
SELL
$60.91 - $76.4 $74,614 - $93,590
-1,225 Reduced 1.44%
84,028 $5.27 Million
Q1 2022

Apr 19, 2022
SELL
$70.66 - $80.89 $1.34 Million - $1.54 Million
-19,026 Reduced 18.25%
85,253 $6.47 Million
Q4 2021

Jan 31, 2022
SELL
$76.01 - $83.39 $271,431 - $297,785
-3,571 Reduced 3.31%
104,279 $8.39 Million
Q3 2021

Oct 15, 2021
SELL
$74.65 - $80.95 $527,476 - $571,992
-7,066 Reduced 6.15%
107,850 $8.27 Million
Q2 2021

Jul 21, 2021
SELL
$74.64 - $79.12 $314,383 - $333,253
-4,212 Reduced 3.54%
114,916 $9 Million
Q1 2021

Apr 19, 2021
SELL
$67.07 - $76.85 $835,558 - $957,397
-12,458 Reduced 9.47%
119,128 $8.87 Million
Q4 2020

Jan 26, 2021
SELL
$55.93 - $68.45 $161,581 - $197,752
-2,889 Reduced 2.15%
131,586 $8.97 Million
Q3 2020

Oct 19, 2020
SELL
$51.99 - $58.83 $105,643 - $119,542
-2,032 Reduced 1.49%
134,475 $7.46 Million
Q2 2020

Jul 30, 2020
SELL
$39.01 - $57.03 $47,124 - $68,892
-1,208 Reduced 0.88%
136,507 $7.18 Million
Q1 2020

Apr 15, 2020
SELL
$35.83 - $62.24 $93,695 - $162,757
-2,615 Reduced 1.86%
137,715 $5.81 Million
Q4 2019

Jan 24, 2020
BUY
$54.56 - $60.24 $161,497 - $178,310
2,960 Added 2.15%
140,330 $8.44 Million
Q3 2019

Oct 22, 2019
SELL
$56.23 - $57.59 $90,024 - $92,201
-1,601 Reduced 1.15%
137,370 $7.77 Million
Q2 2019

Jul 26, 2019
SELL
N/A
-42 Reduced 0.03%
138,971 $7.93 Million
Q1 2019

Apr 19, 2019
BUY
N/A
13,466 Added 10.73%
139,013 $7.7 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-2,611 Reduced 2.04%
125,547 $6.02 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-821 Reduced 0.64%
128,158 $7.41 Million
Q2 2018

Jul 30, 2018
SELL
N/A
-421 Reduced 0.33%
128,979 $6.82 Million
Q2 2018

Jul 30, 2018
BUY
N/A
421 Added 0.33%
129,400 $7.1 Million
Q1 2018

Apr 16, 2018
BUY
N/A
54 Added 0.04%
128,979 $6.82 Million
Q4 2017

Jan 12, 2018
SELL
N/A
-6,407 Reduced 4.73%
128,925 $6.87 Million
Q3 2017

Oct 11, 2017
BUY
N/A
5,830 Added 4.5%
135,332 $6.52 Million
Q3 2017

Oct 11, 2017
BUY
N/A
129,502
129,502 $6.49 Million

Others Institutions Holding SCHM

# of Institutions
1,005
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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