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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
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 $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Brighton Jones LLC's SCHA Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 44,130 shares worth $1.28M. The stake represents 0.03% of the portfolio and ranks #387 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SCHA as recently as Q3 2025.

Brighton Jones LLC first reported a position in SCHA in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.58M in Q3 2025. 1,255 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Brighton Jones LLC held 44,130 shares of Schwab U.S Small- Cap ETF worth $1.28M as of Q1 2026.
  • Schwab U.S Small- Cap ETF was a new Brighton Jones LLC position in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Brighton Jones LLC's portfolio in Q1 2026, its #387 holding.
  • Brighton Jones LLC first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Brighton Jones LLC's Schwab U.S Small- Cap ETF position peaked at $1.58M in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.