Laird Norton Wetherby Trust Company, LLC
BankPosition in SCHW — Schwab Charles Corp
CIK 723204
Seattle, WA
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,702,009
-$225,967 QoQ
Shares Held
61,797
-2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#611
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $51,359,156 across 10 Capital Markets names. SCHW ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
27,679 | $27,993,709 | |
| 2 | MS |
Morgan Stanley
|
60,596 | $12,666,987 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
61,797 | $5,702,009 | |
| 4 | NMR |
Nomura Holdings Inc
|
191,619 | $1,682,414 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,041 | $1,107,191 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
8,023 | $698,321 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,734 | $488,432 | |
| 8 | EVR |
Evercore Inc.
|
1,145 | $390,948 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,702,009 | 61,797 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,927,976 | 63,077 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,816,259 | 68,224 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||