Laird Norton Wetherby Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$243K	Hold	8,713	–	–	0.01%	818
2025 Q2	$220K	Buy	+8,713	New	+$206K	0.01%	837
2024 Q4	$276K	Sell	10,665 -1	-0%	-$27	0.01%	719
2024 Q3	$275K	Sell	10,666 -3,064	-22%	-$76.1K	0.01%	760
2024 Q2	$326K	Hold	13,730	–	–	0.02%	682
2024 Q1	$338K	Buy	13,730 +622	+5%	+$14.6K	0.02%	704
2023 Q4	$310K	Sell	13,108 -8,852	-40%	-$187K	0.02%	713
2023 Q3	$455K	Buy	21,960 +1,076	+5%	+$23.6K	0.03%	551
2023 Q2	$457K	Buy	+20,884	New	+$435K	0.02%	568
2022 Q1	–	Sell	-8,000	Closed	-$205K	–	967
2021 Q4	$205K	Sell	8,000 -1,540	-16%	-$39.8K	0.01%	858
2021 Q3	$239K	Buy	9,540 +8	+0.1%	+$203	0.01%	794
2021 Q2	$248K	Buy	+9,532	New	+$244K	0.02%	783
2021 Q1	–	Sell	-9,564	Closed	-$213K	–	878
2020 Q4	$213K	Buy	+9,564	New	+$190K	0.01%	796

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SCHA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2025 at 8,713 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #818.

Laird Norton Wetherby Wealth Management first reported a position in SCHA in Q4 2020 and has held it in 13 quarters since. The position peaked at $457K in Q2 2023. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

Laird Norton Wetherby Wealth Management held 8,713 shares of Schwab U.S Small- Cap ETF worth $243K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2025.
Schwab U.S Small- Cap ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #818 holding.
Laird Norton Wetherby Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 13 quarters since.
Laird Norton Wetherby Wealth Management's Schwab U.S Small- Cap ETF position peaked at $457K in Q2 2023.
1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.