Laird Norton Wetherby Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
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|
2024
Q4 | $837K | Buy |
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|
2024
Q3 | $817K | Buy |
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|
2024
Q2 | $772K | Sell |
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|
2024
Q1 | $781K | Buy |
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|
2023
Q4 | $712K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $324K | Sell |
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|
2021
Q2 | $326K | Sell |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | $294K | Buy |
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|
2019
Q2 | $288K | Buy |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $231K | Buy |
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|
2018
Q3 | $270K | Buy |
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|
2018
Q2 | $252K | Buy |
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|
2018
Q1 | $242K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $101K | Buy |
|