Laird Norton Wetherby Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Sell |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $213K | Buy |
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