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

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

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

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SCHD Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q3 2025, selling an estimated $1.07M and leaving 53,548 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #290.

Laird Norton Wetherby Wealth Management first reported a position in SCHD in Q2 2015 and has held it in 19 quarters since. The position peaked at $2.75M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Laird Norton Wetherby Wealth Management held 53,548 shares of Schwab US Dividend Equity ETF worth $1.46M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 39,218 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $1.07M.
Schwab US Dividend Equity ETF made up 0.06% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #290 holding.
Laird Norton Wetherby Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2015 and has held it in 19 quarters since.
Laird Norton Wetherby Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.75M in Q3 2024.
1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.