Laird Norton Wetherby Trust Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Buy	51,174 +3	+0%	+$95	0.03%	387
2026 Q1	$1.57M	Sell	51,171 -342	-0.7%	-$10.4K	0.03%	369
2025 Q4	$1.41M	Buy	+51,513	New	+$1.4M	0.03%	406
2022 Q2	–	Sell	-14,610	Closed	-$384K	–	176
2022 Q1	$384K	Buy	+14,610	New	+$383K	0.04%	125

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.01% in Q2 2026, buying an estimated $95 and bringing the position to 51,174 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #387.

Laird Norton Wetherby Trust Company first reported a position in SCHD in Q1 2022 and has held it in 4 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Laird Norton Wetherby Trust Company held 51,174 shares of Schwab US Dividend Equity ETF worth $1.62M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 3 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $95.
Schwab US Dividend Equity ETF made up 0.03% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #387 holding.
Laird Norton Wetherby Trust Company first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 4 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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