A detailed history of Lafayette Investments, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lafayette Investments, Inc. holds 4,790 shares of SCHX stock, worth $324,666. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,790
Previous 4,392 9.06%
Holding current value
$324,666
Previous $272,000 12.87%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$58.7 - $64.78 $23,362 - $25,782
398 Added 9.06%
4,790 $307,000
Q1 2024

May 09, 2024

SELL
$55.41 - $62.08 $3,657 - $4,097
-66 Reduced 1.48%
4,392 $272,000
Q4 2022

Jan 24, 2023

BUY
$42.25 - $48.16 $188,350 - $214,697
4,458 New
4,458 $0

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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