Number of Shares
200,400.00
Current Holdings Value*
$15.69 Mil
% of Portfolio
3.11%
Total Estimate Gain
$10.87 Mil
% of Total Estimate Gain
96.82%

LATHROP INVESTMENT MANAGEMENT CO's Charles Schwab Corp Holding Summary

As of 2025-03-31, LATHROP INVESTMENT MANAGEMENT CO held 200,400.00 shares of Charles Schwab Corp(SCHW), totaling $15.69 Mil. This investment constitutes 3.11% of their stock portfolio, and LATHROP INVESTMENT MANAGEMENT CO now holds 0.01% of the outstanding Charles Schwab Corp(SCHW) stock.

The initial trade took place in 2019Q1. And since then LATHROP INVESTMENT MANAGEMENT CO has made 14 purchases of SCHW, at an average price of $46.00, for a total of 244,057.00 shares. In addition, there have been 11 sales at an average price of $66.34 for 43,657.00 shares. Based on historical transaction data and SCHW's current price of $95.80, LATHROP INVESTMENT MANAGEMENT CO's estimated gain on his SCHW holdings is $10.87 Mil, reflecting a 96.82% gain to date.

LATHROP INVESTMENT MANAGEMENT CO SCHW ($95.80) Holding Chart

LATHROP INVESTMENT MANAGEMENT CO SCHW ($95.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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