Brighton Jones LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
96,418
-8,228
| -8% | -$218K | 0.07% | 165 |
|
|
2025
Q1 | $2.93M | Sell |
104,646
-443
| -0.4% | -$12.4K | 0.09% | 122 |
|
|
2024
Q4 | $2.87M | Buy |
105,089
+42,608
| +68% | +$1.16M | 0.08% | 126 |
|
|
2024
Q3 | $1.76M | Sell |
62,481
-47,241
| -43% | -$1.33M | 0.07% | 147 |
|
|
2024
Q2 | $2.84M | Buy |
109,722
+20,679
| +23% | +$536K | 0.09% | 110 |
|
|
2024
Q1 | $2.39M | Buy |
89,043
+774
| +0.9% | +$20.8K | 0.09% | 123 |
|
|
2023
Q4 | $2.24M | Buy |
88,269
+5,994
| +7% | +$152K | 0.09% | 122 |
|
|
2023
Q3 | $1.94M | Buy |
82,275
+14,391
| +21% | +$339K | 0.1% | 118 |
|
|
2023
Q2 | $1.64M | Buy |
67,884
+1,980
| +3% | +$47.9K | 0.08% | 140 |
|
|
2023
Q1 | $1.61M | Buy |
65,904
+10,440
| +19% | +$255K | 0.09% | 137 |
|
|
2022
Q4 | $1.4M | Sell |
55,464
-5,928
| -10% | -$149K | 0.08% | 133 |
|
|
2022
Q3 | $1.36M | Buy |
61,392
+7,674
| +14% | +$170K | 0.08% | 131 |
|
|
2022
Q2 | $1.28M | Buy |
53,718
+4,845
| +10% | +$116K | 0.07% | 139 |
|
|
2022
Q1 | $1.29M | Buy |
48,873
+1,353
| +3% | +$35.6K | 0.06% | 149 |
|
|
2021
Q4 | $1.28M | Sell |
47,520
-2,523
| -5% | -$68K | 0.06% | 142 |
|
|
2021
Q3 | $1.24M | Buy |
50,043
+1,497
| +3% | +$37K | 0.06% | 132 |
|
|
2021
Q2 | $1.22M | Buy |
48,546
+978
| +2% | +$24.7K | 0.06% | 134 |
|
|
2021
Q1 | $1.16M | Buy |
47,568
+450
| +1% | +$10.9K | 0.07% | 133 |
|
|
2020
Q4 | $1.01M | Buy |
47,118
+270
| +0.6% | +$5.77K | 0.06% | 132 |
|
|
2020
Q3 | $864K | Buy |
+46,848
| New | +$864K | 0.06% | 125 |
|