Laird Norton Wetherby Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.84M	Buy	110,506 +1,262	+1%	+$31.2K	0.12%	163
2025 Q2	$2.6M	Buy	+109,244	New	+$2.41M	0.12%	170
2024 Q4	$837K	Buy	36,861 +3	+0%	+$69	0.04%	379
2024 Q3	$817K	Buy	36,858 +6	+0%	+$128	0.04%	407
2024 Q2	$772K	Sell	36,852 -1,530	-4%	-$31K	0.04%	410
2024 Q1	$781K	Buy	38,382 +3	+0%	+$58	0.04%	422
2023 Q4	$712K	Buy	38,379 +15,486	+68%	+$267K	0.04%	432
2023 Q3	$380K	Buy	22,893 +3	+0%	+$52	0.02%	609
2023 Q2	$394K	Buy	22,890 +3,348	+17%	+$54.6K	0.02%	622
2023 Q1	$312K	Buy	19,542 +6	+0%	+$94	0.02%	687
2022 Q4	$292K	Buy	19,536 +3	+0%	+$45	0.02%	691
2022 Q3	$273K	Buy	19,533 +3,606	+23%	+$56.1K	0.02%	692
2022 Q2	$234K	Buy	15,927 +3	+0%	+$48	0.02%	766
2022 Q1	$283K	Buy	15,924 +1,800	+13%	+$31.6K	0.02%	732
2021 Q4	$266K	Sell	14,124 -4,542	-24%	-$83.6K	0.02%	764
2021 Q3	$324K	Sell	18,666 -72	-0.4%	-$1.28K	0.02%	681
2021 Q2	$326K	Sell	18,738 -1,422	-7%	-$24.1K	0.02%	682
2021 Q1	$325K	Sell	20,160 -1,074	-5%	-$16.9K	0.02%	578
2020 Q4	$322K	Sell	21,234 -13,374	-39%	-$190K	0.02%	634
2020 Q3	$459K	Sell	34,608 -72	-0.2%	-$947	0.04%	400
2020 Q2	$425K	Buy	34,680 +12	+0%	+$138	0.04%	401
2020 Q1	$349K	Buy	34,668 +9,594	+38%	+$116K	0.04%	406
2019 Q4	$321K	Buy	25,074 +270	+1%	+$3.31K	0.03%	522
2019 Q3	$294K	Buy	24,804 +270	+1%	+$3.19K	0.03%	555
2019 Q2	$288K	Buy	24,534 +138	+0.6%	+$1.59K	0.03%	550
2019 Q1	$277K	Buy	24,396 +1,296	+6%	+$14.2K	0.03%	538
2018 Q4	$231K	Buy	23,100 +126	+0.5%	+$1.36K	0.03%	543
2018 Q3	$270K	Buy	22,974 +48	+0.2%	+$553	0.03%	525
2018 Q2	$252K	Buy	22,926 +192	+0.8%	+$2.1K	0.03%	521
2018 Q1	$242K	Buy	+22,734	New	+$250K	0.03%	545
2015 Q3	–	Sell	-12,090	Closed	-$101K	–	484
2015 Q2	$101K	Buy	+12,090	New	+$103K	0.02%	466

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return