Brighton Jones LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
225,514
+2,852
| +1% | +$68K | 0.15% | 89 |
|
|
2025
Q1 | $4.79M | Sell |
222,662
-5,963
| -3% | -$128K | 0.15% | 84 |
|
|
2024
Q4 | $5.19M | Buy |
228,625
+176,254
| +337% | +$4M | 0.15% | 82 |
|
|
2024
Q3 | $1.16M | Sell |
52,371
-189,921
| -78% | -$4.21M | 0.04% | 201 |
|
|
2024
Q2 | $5.08M | Buy |
242,292
+71,661
| +42% | +$1.5M | 0.17% | 72 |
|
|
2024
Q1 | $3.47M | Buy |
170,631
+660
| +0.4% | +$13.4K | 0.13% | 91 |
|
|
2023
Q4 | $3.15M | Buy |
169,971
+51,834
| +44% | +$962K | 0.13% | 91 |
|
|
2023
Q3 | $1.96M | Sell |
118,137
-30,711
| -21% | -$510K | 0.1% | 117 |
|
|
2023
Q2 | $2.57M | Buy |
148,848
+7,986
| +6% | +$138K | 0.13% | 97 |
|
|
2023
Q1 | $2.25M | Buy |
140,862
+27,882
| +25% | +$445K | 0.13% | 99 |
|
|
2022
Q4 | $1.69M | Buy |
112,980
+8,409
| +8% | +$126K | 0.1% | 117 |
|
|
2022
Q3 | $1.46M | Buy |
104,571
+5,475
| +6% | +$76.7K | 0.09% | 120 |
|
|
2022
Q2 | $1.46M | Buy |
99,096
+1,518
| +2% | +$22.4K | 0.08% | 125 |
|
|
2022
Q1 | $1.74M | Sell |
97,578
-2,616
| -3% | -$46.6K | 0.08% | 119 |
|
|
2021
Q4 | $1.89M | Buy |
100,194
+5,334
| +6% | +$100K | 0.09% | 106 |
|
|
2021
Q3 | $1.64M | Buy |
94,860
+3,846
| +4% | +$66.6K | 0.08% | 109 |
|
|
2021
Q2 | $1.58M | Sell |
91,014
-81,258
| -47% | -$1.41M | 0.08% | 110 |
|
|
2021
Q1 | $2.78M | Buy |
172,272
+5,856
| +4% | +$94.4K | 0.16% | 61 |
|
|
2020
Q4 | $2.52M | Sell |
166,416
-20,544
| -11% | -$312K | 0.16% | 60 |
|
|
2020
Q3 | $2.48M | Sell |
186,960
-330
| -0.2% | -$4.38K | 0.17% | 52 |
|
|
2020
Q2 | $2.29M | Buy |
187,290
+7,386
| +4% | +$90.4K | 0.19% | 49 |
|
|
2020
Q1 | $1.81M | Buy |
179,904
+8,586
| +5% | +$86.5K | 0.19% | 54 |
|
|
2019
Q4 | $2.2M | Sell |
171,318
-16,392
| -9% | -$210K | 0.24% | 56 |
|
|
2019
Q3 | $2.22M | Buy |
187,710
+1,998
| +1% | +$23.7K | 0.26% | 46 |
|
|
2019
Q2 | $2.18M | Buy |
185,712
+4,278
| +2% | +$50.3K | 0.25% | 52 |
|
|
2019
Q1 | $2.06M | Buy |
181,434
+9,132
| +5% | +$104K | 0.25% | 56 |
|
|
2018
Q4 | $1.72M | Buy |
172,302
+3,996
| +2% | +$39.9K | 0.25% | 53 |
|
|
2018
Q3 | $1.98M | Buy |
168,306
+1,452
| +0.9% | +$17K | 0.24% | 48 |
|
|
2018
Q2 | $1.84M | Buy |
166,854
+39,984
| +32% | +$440K | 0.24% | 51 |
|
|
2018
Q1 | $1.35M | Buy |
126,870
+2,298
| +2% | +$24.4K | 0.19% | 67 |
|
|
2017
Q4 | $1.34M | Sell |
124,572
-4,698
| -4% | -$50.5K | 0.16% | 79 |
|
|
2017
Q3 | $1.31M | Buy |
129,270
+1,326
| +1% | +$13.5K | 0.17% | 77 |
|
|
2017
Q2 | $1.25M | Buy |
+127,944
| New | +$1.25M | 0.18% | 74 |
|
|
2017
Q1 | – | Sell |
-40,530
| Closed | -$366K | – | 123 |
|
|
2016
Q4 | $366K | Sell |
40,530
-63,906
| -61% | -$577K | 0.14% | 61 |
|
|
2016
Q3 | $911K | Buy |
104,436
+342
| +0.3% | +$2.98K | 0.15% | 82 |
|
|
2016
Q2 | $873K | Sell |
104,094
-696
| -0.7% | -$5.84K | 0.15% | 81 |
|
|
2016
Q1 | $861K | Buy |
104,790
+2,358
| +2% | +$19.4K | 0.16% | 78 |
|
|
2015
Q4 | $837K | Buy |
102,432
+510
| +0.5% | +$4.17K | 0.16% | 79 |
|
|
2015
Q3 | $788K | Buy |
+101,922
| New | +$788K | 0.17% | 70 |
|