Laird Norton Wetherby Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.46M	Sell	53,548 -39,218	-42%	-$1.07M	0.06%	290
2025 Q2	$2.46M	Buy	+92,766	New	+$2.42M	0.11%	186
2024 Q4	$2.54M	Sell	93,008 -4,528	-5%	-$129K	0.12%	158
2024 Q3	$2.75M	Buy	97,536 +1,026	+1%	+$28K	0.13%	163
2024 Q2	$2.5M	Sell	96,510 -18	-0%	-$469	0.12%	170
2024 Q1	$2.59M	Buy	96,528 +48	+0%	+$1.24K	0.12%	163
2023 Q4	$2.45M	Buy	96,480 +82,029	+568%	+$1.95M	0.13%	160
2023 Q3	$341K	Sell	14,451 -144	-1%	-$3.53K	0.02%	643
2023 Q2	$353K	Sell	14,595 -141	-1%	-$3.37K	0.02%	656
2023 Q1	$359K	Sell	14,736 -2,907	-16%	-$72.7K	0.02%	647
2022 Q4	$444K	Buy	17,643 +8,448	+92%	+$209K	0.03%	559
2022 Q3	$204K	Buy	+9,195	New	+$223K	0.01%	793
2020 Q4	–	Sell	-10,842	Closed	-$200K	–	924
2020 Q3	$200K	Sell	10,842 -1,482	-12%	-$27.3K	0.02%	645
2020 Q2	$213K	Buy	+12,324	New	+$208K	0.02%	621
2020 Q1	–	Sell	-12,207	Closed	-$236K	–	740
2019 Q4	$236K	Buy	12,207 +102	+0.8%	+$1.91K	0.02%	613
2019 Q3	$221K	Buy	12,105 +48	+0.4%	+$859	0.02%	630
2019 Q2	$213K	Hold	12,057	–	–	0.02%	632
2019 Q1	$210K	Buy	+12,057	New	+$203K	0.03%	610
2015 Q3	–	Sell	-5,295	Closed	-$68K	–	485
2015 Q2	$68K	Buy	+5,295	New	+$70.1K	0.02%	472