Lazard Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lazard Asset Management’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	$265K	Sell	9,000 -117,942	-93%	-$3.37M	﹤0.01%	1591
2026 Q1	$3.25M	Hold	126,942	–	–	0.01%	706
2025 Q4	$3.42M	Hold	126,942	–	–	0.01%	671
2025 Q3	$3.34M	Hold	126,942	–	–	﹤0.01%	704
2025 Q2	$3.1M	Hold	126,942	–	–	﹤0.01%	869
2025 Q1	$2.8M	Hold	126,942	–	–	﹤0.01%	864
2024 Q4	$2.94M	Hold	126,942	–	–	﹤0.01%	764
2024 Q3	$2.87M	Hold	126,942	–	–	﹤0.01%	782
2024 Q2	$2.72M	Hold	126,942	–	–	﹤0.01%	809
2024 Q1	$2.63M	Hold	126,942	–	–	﹤0.01%	796
2023 Q4	$2.39M	Hold	126,942	–	–	﹤0.01%	817
2023 Q3	$2.14M	Hold	126,942	–	–	﹤0.01%	862
2023 Q2	$2.21M	Buy	126,942 +9,000	+8%	+$149K	﹤0.01%	873
2023 Q1	$1.9M	Hold	117,942	–	–	﹤0.01%	919
2022 Q4	$1.77M	Hold	117,942	–	–	﹤0.01%	919
2022 Q3	$1.66M	Hold	117,942	–	–	﹤0.01%	921
2022 Q2	$1.75M	Hold	117,942	–	–	﹤0.01%	933
2022 Q1	$2.12M	Hold	117,942	–	–	﹤0.01%	896
2021 Q4	$2.24M	Hold	117,942	–	–	﹤0.01%	918
2021 Q3	$2.04M	Hold	117,942	–	–	﹤0.01%	910
2021 Q2	$2.04M	Hold	117,942	–	–	﹤0.01%	847
2021 Q1	$1.89M	Hold	117,942	–	–	﹤0.01%	797
2020 Q4	$1.79M	Hold	117,942	–	–	﹤0.01%	812
2020 Q3	$1.58M	Hold	117,942	–	–	﹤0.01%	754
2020 Q2	$1.46M	Buy	+117,942	New	+$1.37M	﹤0.01%	718

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Lazard Asset Management's SCHX Position: Q2 2026 in Review

Lazard Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 93% in Q2 2026, selling an estimated $3.37M and leaving 9,000 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Lazard Asset Management first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.42M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Lazard Asset Management held 9,000 shares of Schwab US Large- Cap ETF worth $265K as of Q2 2026.
Lazard Asset Management sold 117,942 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.37M.
Schwab US Large- Cap ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1591 holding.
Lazard Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
Lazard Asset Management's Schwab US Large- Cap ETF position peaked at $3.42M in Q4 2025.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.