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Schwab Strategic Tr us dividend eq shares owned by Lafayette Investments

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Lafayette Investments from 13F filings

Historical chart of Lafayette Investments investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Lafayette Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Lafayette Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $441k 14k 31.71

More positions owned by Lafayette Investments

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Kla Corp Com New (KLAC)
Markel Corporation (MKL)
Alphabet Cap Stk Cl C (GOOG)
Progressive Corporation (PGR)
Meta Platforms Cl A (META)
Apple (AAPL)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Norfolk Southern (NSC)
Lowe's Companies (LOW)
T. Rowe Price (TROW)
Paychex (PAYX)
Barrick Mng Corp Com Shs (B)
Charles Schwab Corporation (SCHW)

View all positions for Lafayette Investments

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Virginia Estate & Retirement Planning Advisors
Commonwealth Equity Services
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq