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

Laird Norton Wetherby Trust Company’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Buy
+6,970
New +$199K ﹤0.01% 1001
2026
Q1 		– Sell
-12,406
Closed -$334K – 1037
2025
Q4 		$334K Buy
+12,406
New +$331K 0.01% 852

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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 6,970 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: Laird Norton Wetherby Trust Company previously reported a position in SCHX as recently as Q4 2025.

Laird Norton Wetherby Trust Company first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $334K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 6,970 shares of Schwab US Large- Cap ETF worth $205K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Laird Norton Wetherby Trust Company position in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #1001 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Schwab US Large- Cap ETF position peaked at $334K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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