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 |
|
|||||
|
2025
Q2 | $213K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $354K | Hold |
|
|||||
|
2017
Q1 | $345K | Hold |
|
|||||
|
2016
Q4 | $327K | Hold |
|
|||||
|
2016
Q3 | $317K | Hold |
|
|||||
|
2016
Q2 | $305K | Hold |
|
|||||
|
2016
Q1 | $300K | Hold |
|
|||||
|
2015
Q4 | $298K | Hold |
|
|||||
|
2015
Q3 | $281K | Hold |
|
|||||
|
2015
Q2 | $303K | Hold |
|
|||||
|
2015
Q1 | $304K | Hold |
|
|||||
|
2014
Q4 | $301K | Hold |
|
|||||
|
2014
Q3 | $288K | Hold |
|
|||||
|
2014
Q2 | $287K | Buy |
|