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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Hold	9,824	–	–	0.05%	138
2025 Q1	$230K	Buy	9,824 +226	+2%	+$5.3K	0.05%	138
2024 Q4	$248K	Buy	9,598 +1,390	+17%	+$35.9K	0.05%	134
2024 Q3	$211K	Buy	+8,208	New	+$211K	0.04%	140