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 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 $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lazard Asset Management's SCHX Position: Q1 2026 in Review

Lazard Asset Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 126,942 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #706.

Lazard Asset Management first reported a position in SCHX in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.42M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Lazard Asset Management held 126,942 shares of Schwab US Large- Cap ETF worth $3.25M as of Q1 2026.
Lazard Asset Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.01% of Lazard Asset Management's portfolio in Q1 2026, its #706 holding.
Lazard Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 24 quarters since.
Lazard Asset Management's Schwab US Large- Cap ETF position peaked at $3.42M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.