Schwab Strategic Tr us lrg cap etf shares owned by Lafayette Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Lafayette Investments
from 13F filings
Historical chart of Lafayette Investments investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Lafayette Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 17k | 26.34 |
| 2025-06-30 | $414k | 17k | 24.44 |
| 2025-03-31 | $372k | 17k | 22.08 |
| 2024-12-31 | $387k | 17k | 23.18 |
| 2024-09-30 | $338k | 5.0k | 67.85 |
| 2024-06-30 | $308k | 4.8k | 64.25 |
| 2024-03-31 | $273k | 4.4k | 62.06 |
| 2023-12-31 | $251k | 4.5k | 56.40 |
| 2023-09-30 | $226k | 4.5k | 50.60 |
| 2023-06-30 | $234k | 4.5k | 52.37 |
| 2023-03-31 | $216k | 4.5k | 48.37 |
| 2022-12-31 | $201k | 4.5k | 45.15 |
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