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Brighton Jones LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brighton Jones LLC’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.84M Buy
+92,461
New +$2.8M 0.06% 212
2025
Q4 		– Sell
-92,210
Closed -$2.52M – 774
2025
Q3 		$2.52M Sell
92,210
-4,208
-4% -$115K 0.06% 183
2025
Q2 		$2.56M Sell
96,418
-8,228
-8% -$215K 0.07% 165
2025
Q1 		$2.93M Sell
104,646
-443
-0.4% -$12.3K 0.09% 122
2024
Q4 		$2.87M Buy
105,089
+42,608
+68% +$1.21M 0.08% 126
2024
Q3 		$1.76M Sell
62,481
-47,241
-43% -$1.29M 0.07% 147
2024
Q2 		$2.84M Buy
109,722
+20,679
+23% +$538K 0.09% 110
2024
Q1 		$2.39M Buy
89,043
+774
+0.9% +$20K 0.09% 123
2023
Q4 		$2.24M Buy
88,269
+5,994
+7% +$143K 0.09% 122
2023
Q3 		$1.94M Buy
82,275
+14,391
+21% +$353K 0.1% 118
2023
Q2 		$1.64M Buy
67,884
+1,980
+3% +$47.3K 0.08% 140
2023
Q1 		$1.61M Buy
65,904
+10,440
+19% +$261K 0.09% 137
2022
Q4 		$1.4M Sell
55,464
-5,928
-10% -$146K 0.08% 135
2022
Q3 		$1.36M Buy
61,392
+7,674
+14% +$186K 0.08% 131
2022
Q2 		$1.28M Buy
53,718
+4,845
+10% +$123K 0.07% 139
2022
Q1 		$1.28M Buy
48,873
+1,353
+3% +$35.4K 0.06% 149
2021
Q4 		$1.28M Sell
47,520
-2,523
-5% -$65.5K 0.06% 142
2021
Q3 		$1.24M Buy
50,043
+1,497
+3% +$38K 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% +$10.2K 0.07% 133
2020
Q4 		$1.01M Buy
47,118
+270
+0.6% +$5.47K 0.06% 132
2020
Q3 		$864K Buy
+46,848
New +$862K 0.06% 125

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Brighton Jones LLC opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2026: 92,461 shares worth $2.84M. The stake represents 0.06% of the portfolio and ranks #212 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SCHD as recently as Q3 2025.

Brighton Jones LLC first reported a position in SCHD in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.93M in Q1 2025. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Brighton Jones LLC held 92,461 shares of Schwab US Dividend Equity ETF worth $2.84M as of Q1 2026.
  • Schwab US Dividend Equity ETF was a new Brighton Jones LLC position in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.06% of Brighton Jones LLC's portfolio in Q1 2026, its #212 holding.
  • Brighton Jones LLC first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 22 quarters since.
  • Brighton Jones LLC's Schwab US Dividend Equity ETF position peaked at $2.93M in Q1 2025.
  • 2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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