Brighton Jones LLC’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Brighton Jones LLC’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,289	Closed	-$201K	–	525
2022 Q1	$201K	Buy	5,289 +2	+0%	+$77	0.01%	484
2021 Q4	$216K	Buy	5,287 +426	+9%	+$17.8K	0.01%	477
2021 Q3	$202K	Sell	4,861 -9	-0.2%	-$382	0.01%	456
2021 Q2	$203K	Buy	+4,870	New	+$203K	0.01%	455
2019 Q3	–	Sell	-8,340	Closed	-$272K	–	317
2019 Q2	$272K	Buy	+8,340	New	+$270K	0.03%	238

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Brighton Jones LLC's SCHC Position: Q2 2022 in Review

Brighton Jones LLC sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2022, closing a stake of 5,289 shares — an estimated $201K sold.

Brighton Jones LLC first reported a position in SCHC in Q2 2019 and held it in 5 quarters. The position peaked at $272K in Q2 2019. 355 funds tracked by Wall St. Rank hold SCHC as of Q2 2022.

Brighton Jones LLC reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
Brighton Jones LLC sold 5,289 Schwab International Small-Cap Equity ETF shares in Q2 2022, an estimated $201K.
Brighton Jones LLC first reported a position in Schwab International Small-Cap Equity ETF in Q2 2019 and held it in 5 quarters.
Brighton Jones LLC's Schwab International Small-Cap Equity ETF position peaked at $272K in Q2 2019.
355 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2022.

Based on Brighton Jones LLC's 13F filing for Q2 2022, filed 4 Aug 2022.