LNWTC
SCHW

Laird Norton Wetherby Trust Company’s Charles Schwab SCHW Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.7M Sell
61,797
-1,280
-2% -$117K 0.11% 135
2026
Q1 		$5.93M Sell
63,077
-5,147
-8% -$505K 0.13% 125
2025
Q4 		$6.82M Buy
+68,224
New +$6.47M 0.14% 111

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Laird Norton Wetherby Trust Company reduced its Charles Schwab (SCHW) stake by 2% in Q2 2026, selling an estimated $117K and leaving 61,797 shares worth $5.7M. The position accounts for 0.11% of the portfolio, ranked #135.

Laird Norton Wetherby Trust Company first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.82M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 61,797 shares of Charles Schwab worth $5.7M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 1,280 Charles Schwab shares in Q2 2026, an estimated $117K.
  • Charles Schwab made up 0.11% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #135 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Charles Schwab position peaked at $6.82M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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