Lafayette Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lafayette Investments’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Sell	9,466 -122	-1%	-$4.03K	0.06%	127
2026 Q1	$279K	Hold	9,588	–	–	0.06%	132
2025 Q4	$273K	Hold	9,588	–	–	0.05%	138
2025 Q3	$268K	Sell	9,588 -236	-2%	-$6.31K	0.05%	132
2025 Q2	$249K	Hold	9,824	–	–	0.05%	138
2025 Q1	$230K	Buy	9,824 +226	+2%	+$5.76K	0.05%	138
2024 Q4	$248K	Buy	9,598 +1,390	+17%	+$37K	0.05%	134
2024 Q3	$211K	Buy	+8,208	New	+$204K	0.04%	140

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lafayette Investments's SCHA Position: Q2 2026 in Review

Lafayette Investments reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q2 2026, selling an estimated $4.03K and leaving 9,466 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #127.

Lafayette Investments first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Lafayette Investments held 9,466 shares of Schwab U.S Small- Cap ETF worth $342K as of Q2 2026.
Lafayette Investments sold 122 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $4.03K.
Schwab U.S Small- Cap ETF made up 0.06% of Lafayette Investments's portfolio in Q2 2026, its #127 holding.
Lafayette Investments first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.