Laird Norton Wetherby Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.02M | Sell |
52,564
-5,339
| -9% | -$507K | 0.2% | 78 |
|
|
2025
Q2 | $5.28M | Buy |
+57,903
| New | +$4.85M | 0.24% | 70 |
|
|
2024
Q4 | $4.69M | Sell |
63,366
-23,915
| -27% | -$1.79M | 0.22% | 68 |
|
|
2024
Q3 | $5.66M | Sell |
87,281
-3,330
| -4% | -$219K | 0.26% | 64 |
|
|
2024
Q2 | $6.68M | Sell |
90,611
-10,064
| -10% | -$743K | 0.31% | 50 |
|
|
2024
Q1 | $7.28M | Buy |
100,675
+35,991
| +56% | +$2.37M | 0.35% | 48 |
|
|
2023
Q4 | $4.45M | Buy |
64,684
+565
| +0.9% | +$32.6K | 0.23% | 74 |
|
|
2023
Q3 | $3.52M | Buy |
64,119
+929
| +1% | +$56.1K | 0.2% | 91 |
|
|
2023
Q2 | $3.58M | Buy |
63,190
+2,066
| +3% | +$108K | 0.19% | 95 |
|
|
2023
Q1 | $3.2M | Buy |
61,124
+11,971
| +24% | +$877K | 0.19% | 109 |
|
|
2022
Q4 | $4.09M | Buy |
49,153
+2,938
| +6% | +$228K | 0.26% | 70 |
|
|
2022
Q3 | $3.32M | Buy |
46,215
+2,111
| +5% | +$147K | 0.23% | 76 |
|
|
2022
Q2 | $2.79M | Sell |
44,104
-8,571
| -16% | -$591K | 0.19% | 100 |
|
|
2022
Q1 | $4.44M | Buy |
52,675
+6,595
| +14% | +$580K | 0.25% | 67 |
|
|
2021
Q4 | $3.88M | Buy |
46,080
+2,466
| +6% | +$199K | 0.22% | 85 |
|
|
2021
Q3 | $3.18M | Buy |
43,614
+6,106
| +16% | +$436K | 0.2% | 100 |
|
|
2021
Q2 | $2.73M | Buy |
37,508
+3,344
| +10% | +$237K | 0.17% | 112 |
|
|
2021
Q1 | $2.23M | Sell |
34,164
-3,886
| -10% | -$236K | 0.17% | 118 |
|
|
2020
Q4 | $2.02M | Buy |
38,050
+9,178
| +32% | +$416K | 0.14% | 144 |
|
|
2020
Q3 | $1.05M | Sell |
28,872
-2,802
| -9% | -$97.5K | 0.09% | 210 |
|
|
2020
Q2 | $1.07M | Buy |
31,674
+319
| +1% | +$11.4K | 0.1% | 200 |
|
|
2020
Q1 | $1.05M | Sell |
31,355
-313
| -1% | -$13.1K | 0.12% | 178 |
|
|
2019
Q4 | $1.51M | Sell |
31,668
-144
| -0.5% | -$6.35K | 0.15% | 156 |
|
|
2019
Q3 | $1.33M | Sell |
31,812
-152
| -0.5% | -$6.13K | 0.14% | 167 |
|
|
2019
Q2 | $1.28M | Buy |
31,964
+205
| +0.6% | +$8.93K | 0.14% | 161 |
|
|
2019
Q1 | $1.36M | Sell |
31,759
-3,174
| -9% | -$143K | 0.17% | 133 |
|
|
2018
Q4 | $1.45M | Sell |
34,933
-4,946
| -12% | -$224K | 0.21% | 114 |
|
|
2018
Q3 | $1.96M | Sell |
39,879
-1,205
| -3% | -$61.5K | 0.24% | 86 |
|
|
2018
Q2 | $2.1M | Buy |
41,084
+1,264
| +3% | +$70K | 0.28% | 76 |
|
|
2018
Q1 | $2.08M | Sell |
39,820
-543
| -1% | -$29.1K | 0.29% | 74 |
|
|
2017
Q4 | $2.07M | Buy |
40,363
+5,385
| +15% | +$253K | 0.29% | 73 |
|
|
2017
Q3 | $1.53M | Sell |
34,978
-28
| -0.1% | -$1.16K | 0.23% | 95 |
|
|
2017
Q2 | $1.5M | Buy |
35,006
+1,616
| +5% | +$64.7K | 0.26% | 75 |
|
|
2017
Q1 | $1.36M | Sell |
33,390
-1,400
| -4% | -$57.8K | 0.25% | 86 |
|
|
2016
Q4 | $1.37M | Buy |
34,790
+2,093
| +6% | +$74.8K | 0.27% | 79 |
|
|
2016
Q3 | $1.03M | Buy |
32,697
+2,601
| +9% | +$76.3K | 0.21% | 109 |
|
|
2016
Q2 | $762K | Buy |
30,096
+1,279
| +4% | +$36.3K | 0.17% | 139 |
|
|
2016
Q1 | $808K | Sell |
28,817
-1,263
| -4% | -$33.3K | 0.19% | 120 |
|
|
2015
Q4 | $991K | Buy |
30,080
+10
| +0% | +$316 | 0.24% | 92 |
|
|
2015
Q3 | $859K | Buy |
30,070
+2,227
| +8% | +$71.5K | 0.22% | 100 |
|
|
2015
Q2 | $910K | Buy |
27,843
+7
| +0% | +$221 | 0.22% | 99 |
|
|
2015
Q1 | $848K | Buy |
27,836
+872
| +3% | +$25.3K | 0.21% | 105 |
|
|
2014
Q4 | $814K | Sell |
26,964
-1,114
| -4% | -$31.7K | 0.2% | 108 |
|
|
2014
Q3 | $825K | Buy |
28,078
+431
| +2% | +$12.2K | 0.23% | 98 |
|
|
2014
Q2 | $744K | Sell |
27,647
-259
| -0.9% | -$6.8K | 0.21% | 113 |
|
|
2014
Q1 | $762K | Buy |
27,906
+11,612
| +71% | +$303K | 0.22% | 111 |
|
|
2013
Q4 | $423K | Sell |
16,294
-688
| -4% | -$16.4K | 0.12% | 211 |
|
|
2013
Q3 | $359K | Buy |
16,982
+1,868
| +12% | +$40.6K | 0.11% | 229 |
|
|
2013
Q2 | $321K | Buy |
+15,114
| New | +$279K | 0.11% | 220 |
|
Other funds holding SCHW
