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

Lathrop Investment Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Sell
7,068
-1,315
-16% -$40.9K 0.04% 81
2025
Q4 		$273K Buy
8,383
+1,983
+31% +$64.5K 0.05% 75
2025
Q3 		$204K Buy
+6,400
New +$195K 0.04% 80
2025
Q1 		– Sell
-7,200
Closed -$201K – 86
2024
Q4 		$201K Sell
7,200
-1,200
-14% -$32.8K 0.04% 85
2024
Q3 		$219K Buy
+8,400
New +$211K 0.04% 84

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Lathrop Investment Management's SCHG Position: Q1 2026 in Review

Lathrop Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q1 2026, selling an estimated $40.9K and leaving 7,068 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #81.

Lathrop Investment Management first reported a position in SCHG in Q3 2024 and has held it in 5 quarters since. The position peaked at $273K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Lathrop Investment Management held 7,068 shares of Schwab US Large-Cap Growth ETF worth $206K as of Q1 2026.
  • Lathrop Investment Management sold 1,315 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $40.9K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Lathrop Investment Management's portfolio in Q1 2026, its #81 holding.
  • Lathrop Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • Lathrop Investment Management's Schwab US Large-Cap Growth ETF position peaked at $273K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.