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

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

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

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q3 2025, buying an estimated $3.2K and bringing the position to 8,855 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #835.

Laird Norton Wetherby Wealth Management first reported a position in SCHX in Q2 2014 and has held it in 15 quarters since. The position peaked at $354K in Q2 2017. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Laird Norton Wetherby Wealth Management held 8,855 shares of Schwab US Large- Cap ETF worth $233K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 126 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $3.2K.
Schwab US Large- Cap ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #835 holding.
Laird Norton Wetherby Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2014 and has held it in 15 quarters since.
Laird Norton Wetherby Wealth Management's Schwab US Large- Cap ETF position peaked at $354K in Q2 2017.
1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

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