LNWWM
Laird Norton Wetherby Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+8,713
| New | +$220K | 0.01% | 836 |
|
|
2024
Q4 | $276K | Buy |
10,665
+5,332
| +100% | +$138K | 0.01% | 719 |
|
|
2024
Q3 | $275K | Sell |
5,333
-1,532
| -22% | -$78.9K | 0.01% | 760 |
|
|
2024
Q2 | $326K | Hold |
6,865
| – | – | 0.02% | 678 |
|
|
2024
Q1 | $338K | Buy |
6,865
+311
| +5% | +$15.3K | 0.02% | 700 |
|
|
2023
Q4 | $310K | Sell |
6,554
-4,426
| -40% | -$209K | 0.02% | 710 |
|
|
2023
Q3 | $455K | Buy |
10,980
+538
| +5% | +$22.3K | 0.03% | 550 |
|
|
2023
Q2 | $457K | Buy |
+10,442
| New | +$457K | 0.02% | 567 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$205K | – | 947 |
|
|
2021
Q4 | $205K | Sell |
2,000
-385
| -16% | -$39.5K | 0.01% | 844 |
|
|
2021
Q3 | $239K | Buy |
2,385
+2
| +0.1% | +$200 | 0.01% | 775 |
|
|
2021
Q2 | $248K | Buy |
+2,383
| New | +$248K | 0.02% | 770 |
|
|
2021
Q1 | – | Sell |
-2,391
| Closed | -$213K | – | 859 |
|
|
2020
Q4 | $213K | Buy |
+2,391
| New | +$213K | 0.01% | 782 |
|