Lathrop Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,200
Closed -$201K 86
2024
Q4
$201K Sell
7,200
-1,200
-14% -$33.5K 0.04% 85
2024
Q3
$219K Buy
+8,400
New +$219K 0.04% 84