Laird Norton Wetherby Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.31M	Hold	39,145	–	–	0.05%	322
2025 Q2	$1.18M	Buy	+39,145	New	+$1.11M	0.05%	319
2024 Q4	$1.14M	Buy	42,802 +1,019	+2%	+$28.8K	0.05%	310
2024 Q3	$1.22M	Hold	41,783	–	–	0.06%	309
2024 Q2	$1.11M	Hold	41,783	–	–	0.05%	320
2024 Q1	$1.06M	Sell	41,783 -36,600	-47%	-$899K	0.05%	346
2023 Q4	$1.94M	Buy	78,383 +17,305	+28%	+$416K	0.1%	214
2023 Q3	$1.46M	Sell	61,078 -7,642	-11%	-$189K	0.08%	256
2023 Q2	$1.69M	Sell	68,720 -3,540	-5%	-$86.5K	0.09%	230
2023 Q1	$1.77M	Sell	72,260 -21,408	-23%	-$530K	0.1%	216
2022 Q4	$2.22M	Buy	93,668 +77,898	+494%	+$1.81M	0.14%	154
2022 Q3	$353K	Sell	15,770 -70,840	-82%	-$1.75M	0.02%	600
2022 Q2	$2.2M	Buy	+86,610	New	+$2.26M	0.15%	128

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2025 at 39,145 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #322.

Laird Norton Wetherby Wealth Management first reported a position in SCHE in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.22M in Q4 2022. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

Laird Norton Wetherby Wealth Management held 39,145 shares of Schwab Emerging Markets Equity ETF worth $1.31M as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2025.
Schwab Emerging Markets Equity ETF made up 0.05% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #322 holding.
Laird Norton Wetherby Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and has held it in 13 quarters since.
Laird Norton Wetherby Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $2.22M in Q4 2022.
784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

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