Lafayette Investments »

Schwab U S Small Cap ETF shares owned by Lafayette Investments

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Lafayette Investments from 13F filings

Historical chart of Lafayette Investments investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Lafayette Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Lafayette Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 9.6k 27.90
2025-06-30 $249k 9.8k 25.30
2025-03-31 $230k 9.8k 23.43
2024-12-31 $248k 9.6k 25.86
2024-09-30 $211k 4.1k 51.50