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

Lathrop Investment Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Sell
47,989
-591
-1% -$15.9K 0.23% 45
2025
Q4 		$1.31M Sell
48,580
-221
-0.5% -$5.9K 0.24% 45
2025
Q3 		$1.28M Buy
48,801
+3,346
+7% +$85K 0.24% 45
2025
Q2 		$1.11M Buy
45,455
+2,965
+7% +$67K 0.21% 47
2025
Q1 		$938K Buy
42,490
+7,908
+23% +$184K 0.19% 51
2024
Q4 		$802K Sell
34,582
-650
-2% -$15.1K 0.15% 54
2024
Q3 		$797K Buy
35,232
+16,926
+92% +$369K 0.15% 54
2024
Q2 		$392K Sell
18,306
-804
-4% -$16.6K 0.08% 63
2024
Q1 		$395K Sell
19,110
-2,367
-11% -$46.6K 0.08% 63
2023
Q4 		$404K Buy
+21,477
New +$377K 0.08% 61

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Lathrop Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q1 2026, selling an estimated $15.9K and leaving 47,989 shares worth $1.23M. The position accounts for 0.23% of the portfolio, ranked #45.

Lathrop Investment Management first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Lathrop Investment Management held 47,989 shares of Schwab US Large- Cap ETF worth $1.23M as of Q1 2026.
  • Lathrop Investment Management sold 591 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $15.9K.
  • Schwab US Large- Cap ETF made up 0.23% of Lathrop Investment Management's portfolio in Q1 2026, its #45 holding.
  • Lathrop Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Lathrop Investment Management's Schwab US Large- Cap ETF position peaked at $1.31M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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