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Charles Schwab Corporation shares owned by Lathrop Investment Management Corp

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Lathrop Investment Management Corp from 13F filings

Historical chart of Lathrop Investment Management Corp investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Lathrop Investment Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Lathrop Investment Management Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 210k 68.80
2023-09-30 $12M 209k 54.90
2023-06-30 $12M 215k 56.68
2023-03-31 $11M 210k 52.38
2022-12-31 $17M 208k 83.26
2022-09-30 $15M 205k 71.87
2022-06-30 $13M 206k 63.18
2022-03-31 $17M 205k 84.31
2021-12-31 $18M 212k 84.10
2021-09-30 $15M 211k 72.84
2021-06-30 $16M 217k 72.81
2021-03-31 $14M 218k 65.18
2020-12-31 $12M 219k 53.04
2020-09-30 $7.7M 214k 36.23
2020-06-30 $7.1M 210k 33.74
2020-03-31 $7.3M 217k 33.62
2019-12-31 $9.7M 204k 47.56
2019-09-30 $8.5M 204k 41.83
2019-06-30 $7.7M 192k 40.19
2019-03-31 $7.4M 174k 42.76
2011-06-30 $4.5M 275k 16.45
2011-03-31 $4.9M 270k 18.03