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

Lathrop Investment Management Corp

$542 Million
Q3 2025

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 48,801 shares of SCHX stock, worth $1.3 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

48,801

Previous 45,455 7.36%

Holding current value

$1.3 Million

Previous $1.11 Million 15.66%

% of portfolio

0.24%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.46 - $26.5 $81,843 - $88,669	3,346 Added 7.36%	48,801 $1.29 Million
Q2 2025 Aug 04, 2025	BUY	$19.6 - $24.44 $58,114 - $72,464	2,965 Added 6.98%	45,455 $1.11 Million
Q1 2025 May 12, 2025	BUY	$21.75 - $24.28 $171,999 - $192,006	7,908 Added 22.87%	42,490 $938,000
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $511,571 - $1.56 Million	22,838 Added 194.47%	34,582 $802,000
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

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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