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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Download as csvQuarterly reported holdings in Charles Schwab Corporation by Lathrop Investment Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 184k | 95.47 |
| 2025-06-30 | $17M | 189k | 91.24 |
| 2025-03-31 | $16M | 200k | 78.28 |
| 2024-12-31 | $15M | 200k | 74.01 |
| 2024-09-30 | $13M | 206k | 64.81 |
| 2024-06-30 | $16M | 212k | 73.69 |
| 2024-03-31 | $16M | 214k | 72.34 |
| 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 |
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