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Lathrop Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lathrop Investment Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.59M Buy
369,953
+138,498
+60% +$3.24M 1.61% 28
2025
Q4 		$5.41M Buy
231,455
+128,825
+126% +$3.02M 0.98% 35
2025
Q3 		$2.41M Buy
102,630
+9,739
+10% +$226K 0.44% 41
2025
Q2 		$2.16M Buy
92,891
+8,744
+10% +$201K 0.41% 42
2025
Q1 		$1.95M Buy
84,147
+9,251
+12% +$212K 0.39% 43
2024
Q4 		$1.7M Buy
74,896
+10,200
+16% +$236K 0.32% 45
2024
Q3 		$1.54M Buy
64,696
+8,744
+16% +$205K 0.29% 46
2024
Q2 		$1.27M Buy
55,952
+4,136
+8% +$93.7K 0.25% 45
2024
Q1 		$1.19M Sell
51,816
-824
-2% -$18.9K 0.23% 46
2023
Q4 		$1.23M Buy
52,640
+9,558
+22% +$214K 0.25% 41
2023
Q3 		$953K Buy
43,082
+74
+0.2% +$1.68K 0.21% 45
2023
Q2 		$993K Buy
43,008
+1,476
+4% +$34.3K 0.2% 45
2023
Q1 		$974K Buy
41,532
+2,868
+7% +$66.7K 0.21% 44
2022
Q4 		$883K Sell
38,664
-234
-0.6% -$5.33K 0.2% 44
2022
Q3 		$881K Buy
38,898
+240
+0.6% +$5.71K 0.23% 39
2022
Q2 		$925K Buy
38,658
+90
+0.2% +$2.18K 0.23% 39
2022
Q1 		$975K Sell
38,568
-44
-0.1% -$1.14K 0.21% 40
2021
Q4 		$1.04M Sell
38,612
-3,470
-8% -$93.8K 0.2% 37
2021
Q3 		$1.14M Sell
42,082
-2,610
-6% -$71.6K 0.24% 36
2021
Q2 		$1.22M Buy
44,692
+1,904
+4% +$51.7K 0.25% 36
2021
Q1 		$1.15M Sell
42,788
-308
-0.7% -$8.46K 0.26% 37
2020
Q4 		$1.21M Sell
43,096
-1,604
-4% -$44.9K 0.3% 37
2020
Q3 		$1.25M Buy
44,700
+2,454
+6% +$69.2K 0.35% 36
2020
Q2 		$1.19M Buy
42,246
+9,300
+28% +$259K 0.35% 39
2020
Q1 		$894K Sell
32,946
-1,722
-5% -$46.5K 0.31% 38
2019
Q4 		$926K Buy
34,668
+2,664
+8% +$71.4K 0.25% 33
2019
Q3 		$862K Buy
32,004
+686
+2% +$18.3K 0.24% 34
2019
Q2 		$830K Buy
31,318
+2,404
+8% +$62.5K 0.24% 34
2019
Q1 		$750K Buy
28,914
+808
+3% +$20.6K 0.22% 34
2018
Q4 		$711K Buy
+28,106
New +$702K 0.25% 34

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lathrop Investment Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 60% in Q1 2026, buying an estimated $3.24M and bringing the position to 369,953 shares worth $8.59M. The position accounts for 1.61% of the portfolio, ranked #28.

Lathrop Investment Management first reported a position in SCHZ in Q4 2018 and has held it in 30 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Lathrop Investment Management held 369,953 shares of Schwab US Aggregate Bond ETF worth $8.59M as of Q1 2026.
  • Lathrop Investment Management bought 138,498 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.24M.
  • Schwab US Aggregate Bond ETF made up 1.61% of Lathrop Investment Management's portfolio in Q1 2026, its #28 holding.
  • Lathrop Investment Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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