Lafayette Investments, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1308377 ASHTON, MD

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$8,809,016

-$105,926 QoQ

Shares Held

95,470

+0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#528

of 2,303 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lafayette Investments, Inc. holds $15,963,885 across 3 Capital Markets names. SCHW ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	95,470	$8,809,016
2	JEF	Jefferies Financial Group Inc.	137,730	$6,883,745
3	MS	Morgan Stanley	1,297	$271,124

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,809,016	95,470	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$8,914,942	94,860	-0.9%	Shares	Sole	2026-04-27
2025-12-31	$9,559,788	95,684	-0.3%	Shares	Sole	2026-02-04
2025-09-30	$9,160,155	95,948	-0.9%	Shares	Sole	2025-11-06
2025-06-30	$8,836,502	96,849	-0.7%	Shares	Sole	2025-07-30
2025-03-31	$7,632,300	97,500	-0.7%	Shares	Sole	2025-04-24
2024-12-31	$7,270,002	98,230	+1.3%	Shares	Sole	2025-02-13
2024-06-30	$7,147,708	96,997	-0.0%	Shares	Sole	2024-07-31
2024-03-31	$7,018,137	97,016	+1.1%	Shares	Sole	2024-05-09
2023-12-31	$6,602,873	95,972	+2.1%	Shares	Sole	2024-01-31
2023-09-30	$5,159,227	93,975	-7.8%	Shares	Sole	2023-10-27
2023-06-30	$5,776,542	101,915	+8.9%	Shares	Sole	2023-07-24
2023-03-31	$4,902,453	93,594	-5.8%	Shares	Sole	2023-04-20
2022-12-31	$8,271,631	99,347	+0.4%	Shares	Sole	2023-01-24
2022-09-30	$7,108,661	98,910	+1.3%	Shares	Sole	2022-10-28
2022-06-30	$6,167,757	97,622	+3.0%	Shares	Sole	2022-07-27
2022-03-31	$7,991,407	94,786	-2.5%	Shares	Sole	2022-05-11
2021-12-31	$8,175,529	97,212	+0.3%	Shares	Sole	2022-02-10
2021-09-30	$7,059,507	96,918	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$7,012,840	96,317	-0.1%	Shares	Sole	2021-08-10
2021-03-31	$6,287,327	96,461	-7.9%	Shares	Sole	2021-05-12
2020-12-31	$5,553,871	104,711	+1169.2%	Shares	Sole	2021-02-11
2020-09-30	$298,897	8,250	—	Shares	Sole	2020-10-30
No filing history on record for this holder in this stock.