Lathrop Investment Management Corp Schwab Charles Corp Transaction History

Lathrop Investment Management Corp

  • $542 Million
  • Q3 2025

A detailed history of Lathrop Investment Management Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, Lathrop Investment Management Corp holds 184,343 shares of SCHW stock, worth $16.9 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
184,343
Previous 189,064 2.5%
Holding current value
$16.9 Million
Previous $17.3 Million 2.02%
% of portfolio
3.25%
Previous 3.26%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$91.03 - $98.69 $429,752 - $465,915
-4,721 Reduced 2.5%
184,343 $17.6 Million
Q2 2025

Aug 04, 2025
SELL
$69.06 - $91.24 $782,864 - $1.03 Million
-11,336 Reduced 5.66%
189,064 $17.3 Million
Q1 2025

May 12, 2025
BUY
$71.24 - $83.64 $41,105 - $48,260
577 Added 0.29%
200,400 $15.7 Million
Q4 2024

Feb 14, 2025
SELL
$63.31 - $82.85 $418,795 - $548,052
-6,615 Reduced 3.2%
199,823 $14.8 Million
Q3 2024

Nov 12, 2024
SELL
$61.74 - $76.08 $325,308 - $400,865
-5,269 Reduced 2.49%
206,438 $13.4 Million
Q2 2024

Jul 18, 2024
SELL
$70.03 - $78.9 $160,018 - $180,286
-2,285 Reduced 1.07%
211,707 $15.6 Million
Q1 2024

May 01, 2024
BUY
$61.89 - $72.38 $270,892 - $316,807
4,377 Added 2.09%
213,992 $15.5 Million
Q4 2023

Feb 05, 2024
BUY
$49.33 - $70.98 $28,463 - $40,955
577 Added 0.28%
209,615 $14.4 Million
Q3 2023

Oct 25, 2023
SELL
$54.2 - $67.94 $335,389 - $420,412
-6,188 Reduced 2.88%
209,038 $11.5 Million
Q2 2023

Aug 02, 2023
BUY
$47.37 - $57.14 $258,024 - $311,241
5,447 Added 2.6%
215,226 $12.2 Million
Q1 2023

Apr 20, 2023
BUY
$51.91 - $85.6 $105,065 - $173,254
2,024 Added 0.97%
209,779 $11 Million
Q4 2022

Jan 17, 2023
BUY
$67.43 - $83.26 $187,994 - $232,128
2,788 Added 1.36%
207,755 $17.3 Million
Q3 2022

Oct 27, 2022
SELL
$21.16 - $74.92 $23,762 - $84,135
-1,123 Reduced 0.54%
204,967 $14.7 Million
Q2 2022

Jul 21, 2022
BUY
$59.99 - $83.83 $81,046 - $113,254
1,351 Added 0.66%
206,090 $13 Million
Q1 2022

Apr 19, 2022
SELL
$75.69 - $95.53 $551,325 - $695,840
-7,284 Reduced 3.44%
204,739 $17.3 Million
Q4 2021

Jan 31, 2022
BUY
$73.23 - $85.82 $65,687 - $76,980
897 Added 0.42%
212,023 $17.8 Million
Q3 2021

Oct 15, 2021
SELL
$66.68 - $77.38 $385,477 - $447,333
-5,781 Reduced 2.67%
211,126 $15.4 Million
Q2 2021

Jul 21, 2021
SELL
$63.69 - $76.01 $50,633 - $60,427
-795 Reduced 0.37%
216,907 $15.8 Million
Q1 2021

Apr 19, 2021
SELL
$51.54 - $67.65 $49,684 - $65,214
-964 Reduced 0.44%
217,702 $14.2 Million
Q4 2020

Jan 26, 2021
BUY
$36.75 - $53.04 $188,748 - $272,413
5,136 Added 2.41%
218,666 $11.6 Million
Q3 2020

Oct 19, 2020
BUY
$33.02 - $36.28 $128,546 - $141,238
3,893 Added 1.86%
213,530 $7.74 Million
Q2 2020

Jul 30, 2020
SELL
$31.75 - $42.82 $227,774 - $307,190
-7,174 Reduced 3.31%
209,637 $7.07 Million
Q1 2020

Apr 15, 2020
BUY
$28.43 - $49.0 $373,456 - $643,664
13,136 Added 6.45%
216,811 $7.29 Million
Q4 2019

Jan 24, 2020
SELL
$35.1 - $51.07 $6,282 - $9,141
-179 Reduced 0.09%
203,675 $9.69 Million
Q3 2019

Oct 22, 2019
BUY
$36.12 - $44.28 $428,202 - $524,939
11,855 Added 6.17%
203,854 $8.53 Million
Q2 2019

Jul 26, 2019
BUY
$39.15 - $46.26 $710,181 - $839,156
18,140 Added 10.43%
191,999 $7.72 Million
Q1 2019

Apr 19, 2019
BUY
$40.72 - $47.98 $7.08 Million - $8.34 Million
173,859 New
173,859 $7.43 Million

Others Institutions Holding SCHW

# of Institutions
2,510
Shares Held
1.42B
Call Options Held
15.4M
Put Options Held
19.1M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $167B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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