Brighton Jones LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
56,873
+3,570
| +7% | +$90.3K | 0.04% | 244 |
|
|
2025
Q1 | $1.25M | Sell |
53,303
-4,416
| -8% | -$103K | 0.04% | 228 |
|
|
2024
Q4 | $1.49M | Buy |
57,719
+16,823
| +41% | +$435K | 0.04% | 200 |
|
|
2024
Q3 | $1.05M | Sell |
40,896
-19,294
| -32% | -$497K | 0.04% | 209 |
|
|
2024
Q2 | $1.43M | Buy |
60,190
+1,026
| +2% | +$24.3K | 0.05% | 183 |
|
|
2024
Q1 | $1.46M | Sell |
59,164
-56
| -0.1% | -$1.38K | 0.05% | 178 |
|
|
2023
Q4 | $1.4M | Buy |
59,220
+1,402
| +2% | +$33.1K | 0.06% | 164 |
|
|
2023
Q3 | $1.2M | Buy |
57,818
+3,310
| +6% | +$68.6K | 0.06% | 160 |
|
|
2023
Q2 | $1.19M | Buy |
54,508
+2,338
| +4% | +$51.2K | 0.06% | 165 |
|
|
2023
Q1 | $1.09M | Buy |
52,170
+1,614
| +3% | +$33.8K | 0.06% | 169 |
|
|
2022
Q4 | $1.02M | Sell |
50,556
-20,216
| -29% | -$409K | 0.06% | 164 |
|
|
2022
Q3 | $1.34M | Buy |
70,772
+3,890
| +6% | +$73.5K | 0.08% | 134 |
|
|
2022
Q2 | $1.3M | Buy |
66,882
+1,922
| +3% | +$37.5K | 0.08% | 136 |
|
|
2022
Q1 | $1.54M | Buy |
64,960
+9,920
| +18% | +$235K | 0.07% | 133 |
|
|
2021
Q4 | $1.41M | Buy |
55,040
+9,788
| +22% | +$251K | 0.07% | 135 |
|
|
2021
Q3 | $1.13M | Buy |
45,252
+13,340
| +42% | +$334K | 0.06% | 145 |
|
|
2021
Q2 | $831K | Buy |
31,912
+21,432
| +205% | +$558K | 0.04% | 185 |
|
|
2021
Q1 | $261K | Buy |
+10,480
| New | +$261K | 0.02% | 339 |
|