LNWWM
Laird Norton Wetherby Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
+92,766
| New | +$2.46M | 0.11% | 186 |
|
|
2024
Q4 | $2.54M | Buy |
93,008
+60,496
| +186% | +$1.65M | 0.12% | 158 |
|
|
2024
Q3 | $2.75M | Buy |
32,512
+342
| +1% | +$28.9K | 0.13% | 163 |
|
|
2024
Q2 | $2.5M | Sell |
32,170
-6
| -0% | -$467 | 0.12% | 170 |
|
|
2024
Q1 | $2.59M | Buy |
32,176
+16
| +0% | +$1.29K | 0.12% | 163 |
|
|
2023
Q4 | $2.45M | Buy |
32,160
+27,343
| +568% | +$2.08M | 0.13% | 160 |
|
|
2023
Q3 | $341K | Sell |
4,817
-48
| -1% | -$3.4K | 0.02% | 641 |
|
|
2023
Q2 | $353K | Sell |
4,865
-47
| -1% | -$3.41K | 0.02% | 655 |
|
|
2023
Q1 | $359K | Sell |
4,912
-969
| -16% | -$70.9K | 0.02% | 646 |
|
|
2022
Q4 | $444K | Buy |
5,881
+2,816
| +92% | +$213K | 0.03% | 557 |
|
|
2022
Q3 | $204K | Buy |
+3,065
| New | +$204K | 0.01% | 790 |
|
|
2020
Q4 | – | Sell |
-3,614
| Closed | -$200K | – | 894 |
|
|
2020
Q3 | $200K | Sell |
3,614
-494
| -12% | -$27.3K | 0.02% | 644 |
|
|
2020
Q2 | $213K | Buy |
+4,108
| New | +$213K | 0.02% | 621 |
|
|
2020
Q1 | – | Sell |
-4,069
| Closed | -$236K | – | 737 |
|
|
2019
Q4 | $236K | Buy |
4,069
+34
| +0.8% | +$1.97K | 0.02% | 612 |
|
|
2019
Q3 | $221K | Buy |
4,035
+16
| +0.4% | +$876 | 0.02% | 629 |
|
|
2019
Q2 | $213K | Hold |
4,019
| – | – | 0.02% | 631 |
|
|
2019
Q1 | $210K | Buy |
+4,019
| New | +$210K | 0.03% | 608 |
|
|
2015
Q3 | – | Sell |
-1,765
| Closed | -$68K | – | 484 |
|
|
2015
Q2 | $68K | Buy |
+1,765
| New | +$68K | 0.02% | 472 |
|