Lathrop Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
45,455
+2,965
| +7% | +$72.5K | 0.21% | 47 |
|
|
2025
Q1 | $938K | Buy |
42,490
+7,908
| +23% | +$175K | 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% | +$383K | 0.15% | 54 |
|
|
2024
Q2 | $392K | Sell |
18,306
-804
| -4% | -$17.2K | 0.08% | 63 |
|
|
2024
Q1 | $395K | Sell |
19,110
-2,367
| -11% | -$48.9K | 0.08% | 63 |
|
|
2023
Q4 | $404K | Buy |
+21,477
| New | +$404K | 0.08% | 61 |
|