LNWWM
Laird Norton Wetherby Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+8,729
| New | +$213K | 0.01% | 853 |
|
|
2017
Q3 | – | Sell |
-6,136
| Closed | -$354K | – | 639 |
|
|
2017
Q2 | $354K | Hold |
6,136
| – | – | 0.06% | 395 |
|
|
2017
Q1 | $345K | Hold |
6,136
| – | – | 0.06% | 387 |
|
|
2016
Q4 | $327K | Hold |
6,136
| – | – | 0.06% | 390 |
|
|
2016
Q3 | $317K | Hold |
6,136
| – | – | 0.06% | 370 |
|
|
2016
Q2 | $305K | Hold |
6,136
| – | – | 0.07% | 345 |
|
|
2016
Q1 | $300K | Hold |
6,136
| – | – | 0.07% | 329 |
|
|
2015
Q4 | $298K | Hold |
6,136
| – | – | 0.07% | 323 |
|
|
2015
Q3 | $281K | Hold |
6,136
| – | – | 0.07% | 325 |
|
|
2015
Q2 | $303K | Hold |
6,136
| – | – | 0.07% | 322 |
|
|
2015
Q1 | $304K | Hold |
6,136
| – | – | 0.07% | 312 |
|
|
2014
Q4 | $301K | Hold |
6,136
| – | – | 0.08% | 305 |
|
|
2014
Q3 | $288K | Hold |
6,136
| – | – | 0.08% | 308 |
|
|
2014
Q2 | $287K | Buy |
+6,136
| New | +$287K | 0.08% | 312 |
|