BJL
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Brighton Jones LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

Brighton Jones LLC’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Buy
+12,787
New +$419K 0.01% 794
2025
Q4 		– Sell
-12,766
Closed -$410K – 778
2025
Q3 		$410K Sell
12,766
-851
-6% -$26.3K 0.01% 696
2025
Q2 		$406K Buy
+13,617
New +$375K 0.01% 601

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Brighton Jones LLC opened a new position in Schwab 1000 Index ETF (SCHK) in Q1 2026: 12,787 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SCHK as recently as Q3 2025.

Brighton Jones LLC first reported a position in SCHK in Q2 2025 and has held it in 3 quarters since. The position peaked at $410K in Q3 2025. 238 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Brighton Jones LLC held 12,787 shares of Schwab 1000 Index ETF worth $401K as of Q1 2026.
  • Schwab 1000 Index ETF was a new Brighton Jones LLC position in Q1 2026.
  • Schwab 1000 Index ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #794 holding.
  • Brighton Jones LLC first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 3 quarters since.
  • Brighton Jones LLC's Schwab 1000 Index ETF position peaked at $410K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

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