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

Lathrop Investment Management Corp

$504 Million
Q1 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 42,490 shares of SCHX stock, worth $990,017. This represents 0.19% of its overall portfolio holdings.

Number of Shares

42,490

Previous 34,582 22.87%

Holding current value

$990,017

Previous $802,000 16.96%

% of portfolio

0.19%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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