Lathrop Investment Management Corp Schwab Strategic Tr Us Large C Transaction History

Lathrop Investment Management Corp

  • $538 Million
  • Q3 2024

A detailed history of Lathrop Investment Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lathrop Investment Management Corp holds 11,744 shares of SCHX stock, worth $283,382. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,744
Previous 6,102 92.46%
Holding current value
$283,382
Previous $392,000 103.32%
% of portfolio
0.15%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $344,782 - $382,809
5,642 Added 92.46%
11,744 $797,000
Q2 2024

Jul 18, 2024
SELL
$58.7 - $64.78 $15,731 - $17,361
-268 Reduced 4.21%
6,102 $392,000
Q1 2024

May 01, 2024
SELL
$55.41 - $62.08 $43,718 - $48,981
-789 Reduced 11.02%
6,370 $395,000
Q4 2023

Feb 05, 2024
BUY
$48.47 - $56.6 $346,996 - $405,199
7,159 New
7,159 $404,000

Others Institutions Holding SCHX

# of Institutions
1,363
Shares Held
448M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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