BJL
SCHK icon

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
Q2 		$411K Sell
11,409
-1,378
-11% -$48.1K 0.01% 890
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 $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC's SCHK Position: Q2 2026 in Review

Brighton Jones LLC reduced its Schwab 1000 Index ETF (SCHK) stake by 11% in Q2 2026, selling an estimated $48.1K and leaving 11,409 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #890.

Brighton Jones LLC first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Brighton Jones LLC held 11,409 shares of Schwab 1000 Index ETF worth $411K as of Q2 2026.
  • Brighton Jones LLC sold 1,378 Schwab 1000 Index ETF shares in Q2 2026, an estimated $48.1K.
  • Schwab 1000 Index ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #890 holding.
  • Brighton Jones LLC first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.