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Lafayette Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lafayette Investments’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Hold
16,847
– – 0.09% 105
2026
Q1 		$432K Hold
16,847
– – 0.09% 105
2025
Q4 		$453K Hold
16,847
– – 0.09% 109
2025
Q3 		$444K Sell
16,847
-80
-0.5% -$2.03K 0.09% 105
2025
Q2 		$414K Buy
16,927
+61
+0.4% +$1.38K 0.08% 104
2025
Q1 		$372K Buy
16,866
+182
+1% +$4.24K 0.08% 109
2024
Q4 		$387K Buy
16,684
+1,729
+12% +$40.3K 0.08% 101
2024
Q3 		$338K Buy
14,955
+585
+4% +$12.7K 0.07% 107
2024
Q2 		$308K Buy
14,370
+1,194
+9% +$24.7K 0.07% 107
2024
Q1 		$273K Sell
13,176
-198
-1% -$3.9K 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 +$202K 0.06% 115

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Lafayette Investments's SCHX Position: Q2 2026 in Review

Lafayette Investments held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 16,847 shares worth $496K. The position accounts for 0.09% of the portfolio, ranked #105.

Lafayette Investments first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Lafayette Investments held 16,847 shares of Schwab US Large- Cap ETF worth $496K as of Q2 2026.
  • Lafayette Investments left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.09% of Lafayette Investments's portfolio in Q2 2026, its #105 holding.
  • Lafayette Investments first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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