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

Lathrop Investment Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-17,848
Closed -$239K – 65
2018
Q2 		$239K Sell
17,848
-22,650
-56% -$302K 0.06% 57
2018
Q1 		$526K Hold
40,498
– – 0.15% 39
2017
Q4 		$532K Buy
+40,498
New +$519K 0.15% 39

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lathrop Investment Management's SCHK Position: Q3 2018 in Review

Lathrop Investment Management sold out of Schwab 1000 Index ETF (SCHK) in Q3 2018, closing a stake of 17,848 shares — an estimated $239K sold.

Lathrop Investment Management first reported a position in SCHK in Q4 2017 and held it in 3 quarters. The position peaked at $532K in Q4 2017. 18 funds tracked by Wall St. Rank hold SCHK as of Q3 2018.

  • Lathrop Investment Management reported no remaining Schwab 1000 Index ETF position as of Q3 2018 after selling out during the quarter.
  • Lathrop Investment Management sold 17,848 Schwab 1000 Index ETF shares in Q3 2018, an estimated $239K.
  • Lathrop Investment Management first reported a position in Schwab 1000 Index ETF in Q4 2017 and held it in 3 quarters.
  • Lathrop Investment Management's Schwab 1000 Index ETF position peaked at $532K in Q4 2017.
  • 18 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2018.

Based on Lathrop Investment Management's 13F filing for Q3 2018, filed 29 Oct 2018.