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Schwab Strategic Tr us aggregate b shares owned by Lathrop Investment Management Corp

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Lathrop Investment Management Corp from 13F filings

Historical chart of Lathrop Investment Management Corp investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b 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 Schwab Strategic Tr us aggregate b by Lathrop Investment Management Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 26k 46.62
2023-09-30 $953k 22k 44.24
2023-06-30 $993k 22k 46.18
2023-03-31 $974k 21k 46.90
2022-12-31 $883k 19k 45.68
2022-09-30 $881k 19k 45.30
2022-06-30 $925k 19k 47.86
2022-03-31 $975k 19k 50.56
2021-12-31 $1.0M 19k 53.92
2021-09-30 $1.1M 21k 54.28
2021-06-30 $1.2M 22k 54.60
2021-03-31 $1.2M 21k 53.94
2020-12-31 $1.2M 22k 56.01
2020-09-30 $1.3M 22k 56.06
2020-06-30 $1.2M 21k 56.24
2020-03-31 $894k 17k 54.27
2019-12-31 $926k 17k 53.42
2019-09-30 $862k 16k 53.87
2019-06-30 $830k 16k 53.00
2019-03-31 $750k 15k 51.88
2018-12-31 $711k 14k 50.59