LNWWM
Laird Norton Wetherby Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
+109,244
| New | +$2.6M | 0.12% | 170 |
|
|
2024
Q4 | $837K | Buy |
36,861
+24,575
| +200% | +$558K | 0.04% | 379 |
|
|
2024
Q3 | $817K | Buy |
12,286
+2
| +0% | +$133 | 0.04% | 407 |
|
|
2024
Q2 | $772K | Sell |
12,284
-510
| -4% | -$32.1K | 0.04% | 409 |
|
|
2024
Q1 | $781K | Buy |
12,794
+1
| +0% | +$61 | 0.04% | 421 |
|
|
2023
Q4 | $712K | Buy |
12,793
+5,162
| +68% | +$287K | 0.04% | 431 |
|
|
2023
Q3 | $380K | Buy |
7,631
+1
| +0% | +$50 | 0.02% | 608 |
|
|
2023
Q2 | $394K | Buy |
7,630
+1,116
| +17% | +$57.7K | 0.02% | 621 |
|
|
2023
Q1 | $312K | Buy |
6,514
+2
| +0% | +$96 | 0.02% | 686 |
|
|
2022
Q4 | $292K | Buy |
6,512
+1
| +0% | +$45 | 0.02% | 689 |
|
|
2022
Q3 | $273K | Buy |
6,511
+1,202
| +23% | +$50.4K | 0.02% | 690 |
|
|
2022
Q2 | $234K | Buy |
5,309
+1
| +0% | +$44 | 0.02% | 764 |
|
|
2022
Q1 | $283K | Buy |
5,308
+2,954
| +125% | +$157K | 0.02% | 728 |
|
|
2021
Q4 | $266K | Sell |
2,354
-757
| -24% | -$85.5K | 0.01% | 753 |
|
|
2021
Q3 | $324K | Sell |
3,111
-12
| -0.4% | -$1.25K | 0.02% | 667 |
|
|
2021
Q2 | $326K | Sell |
3,123
-237
| -7% | -$24.7K | 0.02% | 672 |
|
|
2021
Q1 | $325K | Sell |
3,360
-179
| -5% | -$17.3K | 0.02% | 578 |
|
|
2020
Q4 | $322K | Sell |
3,539
-2,229
| -39% | -$203K | 0.02% | 624 |
|
|
2020
Q3 | $459K | Sell |
5,768
-12
| -0.2% | -$955 | 0.04% | 399 |
|
|
2020
Q2 | $425K | Buy |
5,780
+2
| +0% | +$147 | 0.04% | 401 |
|
|
2020
Q1 | $349K | Buy |
5,778
+1,599
| +38% | +$96.6K | 0.04% | 405 |
|
|
2019
Q4 | $321K | Buy |
4,179
+45
| +1% | +$3.46K | 0.03% | 521 |
|
|
2019
Q3 | $294K | Buy |
4,134
+45
| +1% | +$3.2K | 0.03% | 554 |
|
|
2019
Q2 | $288K | Buy |
4,089
+23
| +0.6% | +$1.62K | 0.03% | 549 |
|
|
2019
Q1 | $277K | Buy |
4,066
+216
| +6% | +$14.7K | 0.03% | 536 |
|
|
2018
Q4 | $231K | Buy |
3,850
+21
| +0.5% | +$1.26K | 0.03% | 543 |
|
|
2018
Q3 | $270K | Buy |
3,829
+8
| +0.2% | +$564 | 0.03% | 525 |
|
|
2018
Q2 | $252K | Buy |
3,821
+32
| +0.8% | +$2.11K | 0.03% | 521 |
|
|
2018
Q1 | $242K | Buy |
+3,789
| New | +$242K | 0.03% | 545 |
|
|
2015
Q3 | – | Sell |
-2,015
| Closed | -$101K | – | 483 |
|
|
2015
Q2 | $101K | Buy |
+2,015
| New | +$101K | 0.02% | 466 |
|