Laird Norton Wetherby Trust Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,052	Closed	-$392K	–	78
2024 Q4	$392K	Buy	+14,052	New	+$384K	0.05%	60
2023 Q4	–	Sell	-14,052	Closed	-$255K	–	138
2023 Q3	$255K	Hold	14,052	–	–	0.03%	98
2023 Q2	$263K	Hold	14,052	–	–	0.03%	95
2023 Q1	$229K	Buy	+14,052	New	+$213K	0.03%	101
2022 Q2	–	Sell	-12,800	Closed	-$239K	–	177
2022 Q1	$239K	Hold	12,800	–	–	0.02%	170
2021 Q4	$262K	Hold	12,800	–	–	0.02%	159
2021 Q3	$236K	Hold	12,800	–	–	0.02%	162
2021 Q2	$233K	Hold	12,800	–	–	0.02%	142
2021 Q1	$207K	Hold	12,800	–	–	0.02%	145
2020 Q4	$205K	Buy	+12,800	New	+$194K	0.02%	145

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SCHG Position: Q1 2025 in Review

Laird Norton Wetherby Trust Company sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 14,052 shares — an estimated $392K sold.

Laird Norton Wetherby Trust Company first reported a position in SCHG in Q4 2020 and held it in 10 quarters. The position peaked at $392K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

Laird Norton Wetherby Trust Company reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 14,052 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $392K.
Laird Norton Wetherby Trust Company first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 10 quarters.
Laird Norton Wetherby Trust Company's Schwab US Large-Cap Growth ETF position peaked at $392K in Q4 2024.
1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2025, filed 15 May 2025.