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Laird Norton Wetherby Trust Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Sell
9,397
-762
-8% -$25.2K 0.01% 836
2026
Q1 		$295K Buy
10,159
+52
+0.5% +$1.56K 0.01% 867
2025
Q4 		$288K Buy
+10,107
New +$285K 0.01% 898

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SCHA Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 7.5% in Q2 2026, selling an estimated $25.2K and leaving 9,397 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #836.

Laird Norton Wetherby Trust Company first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 9,397 shares of Schwab U.S Small- Cap ETF worth $340K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 762 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $25.2K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #836 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.