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Lathrop Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lathrop Investment Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.25M Sell
137,249
-10,742
-7% -$342K 0.8% 38
2025
Q4 		$4.45M Sell
147,991
-413
-0.3% -$12.3K 0.81% 37
2025
Q3 		$4.4M Sell
148,404
-1,033
-0.7% -$30.1K 0.81% 36
2025
Q2 		$4.19M Sell
149,437
-12,491
-8% -$330K 0.79% 39
2025
Q1 		$4.24M Sell
161,928
-22,070
-12% -$615K 0.84% 37
2024
Q4 		$5.1M Sell
183,998
-12,679
-6% -$361K 0.97% 34
2024
Q3 		$5.45M Sell
196,677
-3,939
-2% -$105K 1.01% 35
2024
Q2 		$5.21M Sell
200,616
-10,029
-5% -$262K 1.02% 36
2024
Q1 		$5.72M Sell
210,645
-6,936
-3% -$177K 1.11% 33
2023
Q4 		$5.46M Sell
217,581
-19,254
-8% -$441K 1.12% 32
2023
Q3 		$5.34M Sell
236,835
-3,522
-1% -$83.4K 1.15% 32
2023
Q2 		$5.69M Sell
240,357
-453
-0.2% -$10.2K 1.16% 33
2023
Q1 		$5.45M Sell
240,810
-6,900
-3% -$159K 1.16% 33
2022
Q4 		$5.42M Sell
247,710
-2,940
-1% -$64.4K 1.2% 31
2022
Q3 		$5.06M Sell
250,650
-1,434
-0.6% -$32K 1.34% 32
2022
Q2 		$5.27M Sell
252,084
-3,675
-1% -$84.8K 1.32% 30
2022
Q1 		$6.47M Sell
255,759
-57,078
-18% -$1.43M 1.37% 31
2021
Q4 		$8.39M Sell
312,837
-10,713
-3% -$286K 1.65% 29
2021
Q3 		$8.27M Sell
323,550
-21,198
-6% -$554K 1.77% 29
2021
Q2 		$8.99M Sell
344,748
-12,636
-4% -$326K 1.86% 30
2021
Q1 		$8.87M Sell
357,384
-37,374
-9% -$907K 1.99% 29
2020
Q4 		$8.97M Sell
394,758
-8,667
-2% -$181K 2.21% 21
2020
Q3 		$7.46M Sell
403,425
-6,096
-1% -$113K 2.11% 21
2020
Q2 		$7.18M Sell
409,521
-3,624
-0.9% -$59.1K 2.15% 19
2020
Q1 		$5.81M Sell
413,145
-7,845
-2% -$144K 2.04% 23
2019
Q4 		$8.44M Buy
420,990
+8,880
+2% +$172K 2.25% 23
2019
Q3 		$7.77M Sell
412,110
-4,803
-1% -$90.7K 2.14% 24
2019
Q2 		$7.93M Sell
416,913
-126
-0% -$2.36K 2.25% 23
2019
Q1 		$7.7M Buy
417,039
+40,398
+11% +$722K 2.29% 23
2018
Q4 		$6.02M Sell
376,641
-7,833
-2% -$137K 2.11% 23
2018
Q3 		$7.41M Sell
384,474
-3,726
-1% -$71K 1.92% 24
2018
Q2 		$7.1M Buy
388,200
+1,263
+0.3% +$22.8K 1.93% 24
2018
Q1 		$6.82M Buy
386,937
+162
+0% +$2.91K 1.95% 23
2017
Q4 		$6.87M Sell
386,775
-1,731
-0.4% -$29.9K 1.89% 25
2017
Q3 		$6.49M Sell
388,506
-17,490
-4% -$284K 1.82% 25
2017
Q2 		$6.52M Sell
405,996
-4,383
-1% -$69.7K 1.86% 25
2017
Q1 		$6.47M Buy
410,379
+1,995
+0.5% +$31.1K 1.88% 25
2016
Q4 		$6.15M Sell
408,384
-403,602
-50% -$5.91M 1.85% 25
2016
Q3 		$11.6M Buy
811,986
+402,135
+98% +$5.82M 1.77% 27
2016
Q2 		$5.74M Sell
409,851
-8,391
-2% -$116K 1.78% 27
2016
Q1 		$5.66M Buy
418,242
+2,661
+0.6% +$33.6K 1.79% 27
2015
Q4 		$5.55M Sell
415,581
-759
-0.2% -$10.3K 1.81% 26
2015
Q3 		$5.4M Buy
416,340
+9,705
+2% +$135K 1.85% 27
2015
Q2 		$5.78M Buy
406,635
+15,834
+4% +$229K 1.9% 27
2015
Q1 		$5.62M Buy
390,801
+1,374
+0.4% +$19.2K 1.94% 27
2014
Q4 		$5.28M Buy
389,427
+21,939
+6% +$289K 1.91% 27
2014
Q3 		$4.74M Buy
367,488
+10,389
+3% +$138K 1.8% 28
2014
Q2 		$4.79M Buy
357,099
+13,623
+4% +$176K 1.82% 27
2014
Q1 		$4.42M Buy
343,476
+13,950
+4% +$176K 1.77% 26
2013
Q4 		$4.11M Buy
329,526
+25,311
+8% +$304K 1.75% 27
2013
Q3 		$3.51M Buy
304,215
+5,862
+2% +$66.1K 1.65% 28
2013
Q2 		$3.18M Buy
+298,353
New +$3.18M 1.61% 29

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Lathrop Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.3% in Q1 2026, selling an estimated $342K and leaving 137,249 shares worth $4.25M. The position accounts for 0.8% of the portfolio, ranked #38.

Lathrop Investment Management first reported a position in SCHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q3 2016. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Lathrop Investment Management held 137,249 shares of Schwab US Mid-Cap ETF worth $4.25M as of Q1 2026.
  • Lathrop Investment Management sold 10,742 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $342K.
  • Schwab US Mid-Cap ETF made up 0.8% of Lathrop Investment Management's portfolio in Q1 2026, its #38 holding.
  • Lathrop Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Lathrop Investment Management's Schwab US Mid-Cap ETF position peaked at $11.6M in Q3 2016.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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