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
2025 Q3	$1.28M	Buy
2025 Q2	$1.11M	Buy
2025 Q1	$938K	Buy
2024 Q4	$802K	Sell
2024 Q3	$797K	Buy
2024 Q2	$392K	Sell
2024 Q1	$395K	Sell
2023 Q4	$404K	Buy