BJL
SCHA icon

Brighton Jones LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Brighton Jones LLC’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Buy
44,339
+209
+0.5% +$6.91K 0.03% 358
2026
Q1 		$1.28M Buy
+44,130
New +$1.32M 0.03% 387
2025
Q4 		– Sell
-56,555
Closed -$1.58M – 773
2025
Q3 		$1.58M Sell
56,555
-318
-0.6% -$8.5K 0.04% 270
2025
Q2 		$1.44M Buy
56,873
+3,570
+7% +$84.4K 0.04% 244
2025
Q1 		$1.25M Sell
53,303
-4,416
-8% -$113K 0.04% 229
2024
Q4 		$1.49M Buy
57,719
+16,823
+41% +$448K 0.04% 200
2024
Q3 		$1.05M Sell
40,896
-19,294
-32% -$479K 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% -$1.31K 0.05% 178
2023
Q4 		$1.4M Buy
59,220
+1,402
+2% +$29.6K 0.06% 164
2023
Q3 		$1.2M Buy
57,818
+3,310
+6% +$72.6K 0.06% 160
2023
Q2 		$1.19M Buy
54,508
+2,338
+4% +$48.7K 0.06% 165
2023
Q1 		$1.09M Buy
52,170
+1,614
+3% +$34.7K 0.06% 169
2022
Q4 		$1.02M Sell
50,556
-20,216
-29% -$414K 0.06% 166
2022
Q3 		$1.34M Buy
70,772
+3,890
+6% +$81.4K 0.08% 134
2022
Q2 		$1.3M Buy
66,882
+1,922
+3% +$41.1K 0.08% 136
2022
Q1 		$1.54M Buy
64,960
+9,920
+18% +$234K 0.07% 133
2021
Q4 		$1.41M Buy
55,040
+9,788
+22% +$253K 0.07% 135
2021
Q3 		$1.13M Buy
45,252
+13,340
+42% +$339K 0.06% 145
2021
Q2 		$831K Buy
31,912
+21,432
+205% +$548K 0.04% 185
2021
Q1 		$261K Buy
+10,480
New +$258K 0.02% 339

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Brighton Jones LLC's SCHA Position: Q2 2026 in Review

Brighton Jones LLC increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.47% in Q2 2026, buying an estimated $6.91K and bringing the position to 44,339 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #358.

Brighton Jones LLC first reported a position in SCHA in Q1 2021 and has held it in 21 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Brighton Jones LLC held 44,339 shares of Schwab U.S Small- Cap ETF worth $1.6M as of Q2 2026.
  • Brighton Jones LLC bought 209 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.91K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Brighton Jones LLC's portfolio in Q2 2026, its #358 holding.
  • Brighton Jones LLC first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.