Lafayette Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
16,927
+61
| +0.4% | +$1.49K | 0.08% | 104 |
|
|
2025
Q1 | $372K | Buy |
16,866
+182
| +1% | +$4.02K | 0.08% | 109 |
|
|
2024
Q4 | $387K | Buy |
16,684
+1,729
| +12% | +$40.1K | 0.08% | 101 |
|
|
2024
Q3 | $338K | Buy |
14,955
+585
| +4% | +$13.2K | 0.07% | 107 |
|
|
2024
Q2 | $308K | Buy |
14,370
+1,194
| +9% | +$25.6K | 0.07% | 107 |
|
|
2024
Q1 | $273K | Sell |
13,176
-198
| -1% | -$4.1K | 0.06% | 113 |
|
|
2023
Q4 | $251K | Hold |
13,374
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $226K | Hold |
13,374
| – | – | 0.06% | 114 |
|
|
2023
Q2 | $233K | Hold |
13,374
| – | – | 0.06% | 114 |
|
|
2023
Q1 | $216K | Hold |
13,374
| – | – | 0.06% | 115 |
|
|
2022
Q4 | $201K | Buy |
+13,374
| New | +$201K | 0.06% | 115 |
|