Lathrop Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-17,848
Closed -$239K 65
2018
Q2
$239K Sell
17,848
-22,650
-56% -$303K 0.06% 57
2018
Q1
$526K Hold
40,498
0.15% 39
2017
Q4
$532K Buy
+40,498
New +$532K 0.15% 39