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Laird Norton Wetherby Trust Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.26M Buy
112,400
+29
+0% +$812 0.06% 227
2026
Q1 		$2.82M Buy
112,371
+3,523
+3% +$92.4K 0.06% 252
2025
Q4 		$2.86M Buy
+108,848
New +$2.83M 0.06% 251

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UBS Group
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company increased its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q2 2026, buying an estimated $812 and bringing the position to 112,400 shares worth $3.26M. The position accounts for 0.06% of the portfolio, ranked #227.

Laird Norton Wetherby Trust Company first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 112,400 shares of Schwab US Broad Market ETF worth $3.26M as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 29 Schwab US Broad Market ETF shares in Q2 2026, an estimated $812.
  • Schwab US Broad Market ETF made up 0.06% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #227 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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