Laird Norton Wetherby Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Buy	8,855 +126	+1%	+$3.2K	0.01%	835
2025 Q2	$213K	Buy	+8,729	New	+$197K	0.01%	854
2017 Q3	–	Sell	-36,816	Closed	-$354K	–	639
2017 Q2	$354K	Hold	36,816	–	–	0.06%	395
2017 Q1	$345K	Hold	36,816	–	–	0.06%	387
2016 Q4	$327K	Hold	36,816	–	–	0.06%	390
2016 Q3	$317K	Hold	36,816	–	–	0.06%	370
2016 Q2	$305K	Hold	36,816	–	–	0.07%	345
2016 Q1	$300K	Hold	36,816	–	–	0.07%	329
2015 Q4	$298K	Hold	36,816	–	–	0.07%	323
2015 Q3	$281K	Hold	36,816	–	–	0.07%	325
2015 Q2	$303K	Hold	36,816	–	–	0.07%	322
2015 Q1	$304K	Hold	36,816	–	–	0.07%	312
2014 Q4	$301K	Hold	36,816	–	–	0.08%	305
2014 Q3	$288K	Hold	36,816	–	–	0.08%	308
2014 Q2	$287K	Buy	+36,816	New	+$279K	0.08%	312