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Brighton Jones LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Brighton Jones LLC’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-304,302
Closed -$7.98M – 43
2025
Q4 		$7.98M Buy
304,302
+7,050
+2% +$184K 0.29% 39
2025
Q3 		$7.64M Buy
297,252
+71,738
+32% +$1.78M 0.18% 72
2025
Q2 		$5.37M Buy
225,514
+2,852
+1% +$62.8K 0.15% 89
2025
Q1 		$4.79M Sell
222,662
-5,963
-3% -$136K 0.15% 84
2024
Q4 		$5.19M Buy
228,625
+176,254
+337% +$4.03M 0.15% 82
2024
Q3 		$1.16M Sell
52,371
-189,921
-78% -$4.06M 0.04% 201
2024
Q2 		$5.08M Buy
242,292
+71,661
+42% +$1.45M 0.17% 72
2024
Q1 		$3.47M Buy
170,631
+660
+0.4% +$12.8K 0.13% 91
2023
Q4 		$3.15M Buy
169,971
+51,834
+44% +$895K 0.13% 91
2023
Q3 		$1.96M Sell
118,137
-30,711
-21% -$532K 0.1% 117
2023
Q2 		$2.57M Buy
148,848
+7,986
+6% +$130K 0.13% 97
2023
Q1 		$2.25M Buy
140,862
+27,882
+25% +$436K 0.13% 99
2022
Q4 		$1.69M Buy
112,980
+8,409
+8% +$126K 0.1% 118
2022
Q3 		$1.46M Buy
104,571
+5,475
+6% +$85.2K 0.09% 120
2022
Q2 		$1.46M Buy
99,096
+1,518
+2% +$24.4K 0.08% 125
2022
Q1 		$1.74M Sell
97,578
-2,616
-3% -$45.9K 0.08% 119
2021
Q4 		$1.89M Buy
100,194
+5,334
+6% +$98.1K 0.09% 106
2021
Q3 		$1.64M Buy
94,860
+3,846
+4% +$68.4K 0.08% 109
2021
Q2 		$1.58M Sell
91,014
-81,258
-47% -$1.38M 0.08% 110
2021
Q1 		$2.78M Buy
172,272
+5,856
+4% +$92.3K 0.16% 61
2020
Q4 		$2.52M Sell
166,416
-20,544
-11% -$293K 0.16% 60
2020
Q3 		$2.48M Sell
186,960
-330
-0.2% -$4.34K 0.17% 52
2020
Q2 		$2.29M Buy
187,290
+7,386
+4% +$85.1K 0.19% 49
2020
Q1 		$1.81M Buy
179,904
+8,586
+5% +$104K 0.19% 54
2019
Q4 		$2.19M Sell
171,318
-16,392
-9% -$201K 0.24% 56
2019
Q3 		$2.22M Buy
187,710
+1,998
+1% +$23.6K 0.26% 46
2019
Q2 		$2.18M Buy
185,712
+4,278
+2% +$49.4K 0.25% 52
2019
Q1 		$2.06M Buy
181,434
+9,132
+5% +$99.7K 0.25% 56
2018
Q4 		$1.72M Buy
172,302
+3,996
+2% +$43.2K 0.25% 53
2018
Q3 		$1.98M Buy
168,306
+1,452
+0.9% +$16.7K 0.24% 48
2018
Q2 		$1.83M Buy
166,854
+39,984
+32% +$437K 0.24% 51
2018
Q1 		$1.35M Buy
126,870
+2,298
+2% +$25.2K 0.19% 67
2017
Q4 		$1.34M Sell
124,572
-4,698
-4% -$49.3K 0.16% 79
2017
Q3 		$1.31M Buy
129,270
+1,326
+1% +$13.2K 0.17% 77
2017
Q2 		$1.25M Buy
+127,944
New +$1.24M 0.18% 74
2017
Q1 		– Sell
-40,530
Closed -$366K – 123
2016
Q4 		$366K Sell
40,530
-63,906
-61% -$563K 0.14% 61
2016
Q3 		$911K Buy
104,436
+342
+0.3% +$2.97K 0.15% 82
2016
Q2 		$873K Sell
104,094
-696
-0.7% -$5.78K 0.15% 81
2016
Q1 		$861K Buy
104,790
+2,358
+2% +$18.3K 0.16% 78
2015
Q4 		$837K Buy
102,432
+510
+0.5% +$4.21K 0.16% 79
2015
Q3 		$788K Buy
+101,922
New +$837K 0.17% 70

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Brighton Jones LLC sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 304,302 shares — an estimated $7.98M sold.

Brighton Jones LLC first reported a position in SCHB in Q3 2015 and held it in 41 quarters. The position peaked at $7.98M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Brighton Jones LLC reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Brighton Jones LLC sold 304,302 Schwab US Broad Market ETF shares in Q1 2026, an estimated $7.98M.
  • Brighton Jones LLC first reported a position in Schwab US Broad Market ETF in Q3 2015 and held it in 41 quarters.
  • Brighton Jones LLC's Schwab US Broad Market ETF position peaked at $7.98M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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