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 Q2	$226K	Sell	6,668 -400	-6%	-$13.3K	0.04%	86
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lathrop Investment Management's SCHG Position: Q2 2026 in Review

Lathrop Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.7% in Q2 2026, selling an estimated $13.3K and leaving 6,668 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #86.

Lathrop Investment Management first reported a position in SCHG in Q3 2024 and has held it in 6 quarters since. The position peaked at $273K in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Lathrop Investment Management held 6,668 shares of Schwab US Large-Cap Growth ETF worth $226K as of Q2 2026.
Lathrop Investment Management sold 400 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $13.3K.
Schwab US Large-Cap Growth ETF made up 0.04% of Lathrop Investment Management's portfolio in Q2 2026, its #86 holding.
Lathrop Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 6 quarters since.
Lathrop Investment Management's Schwab US Large-Cap Growth ETF position peaked at $273K in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.