Lathrop Investment Management Corp Schwab Strategic U.S. Mid Cap Transaction History
Lathrop Investment Management Corp
- $525 Million
- Q4 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 183,998 shares of SCHM stock, worth $4.82 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
183,998
Previous 65,559
180.66%
Holding current value
$4.82 Million
Previous $5.45 Million
6.39%
% of portfolio
0.97%
Previous 1.01%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio