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Brighton Jones LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Brighton Jones LLC’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$943K Buy
+30,452
New +$970K 0.02% 472
2025
Q4 		– Sell
-30,009
Closed -$889K – 779
2025
Q3 		$889K Sell
30,009
-685
-2% -$19.9K 0.02% 433
2025
Q2 		$861K Buy
30,694
+7,853
+34% +$207K 0.02% 364
2025
Q1 		$598K Sell
22,841
-452
-2% -$12.6K 0.02% 350
2024
Q4 		$645K Buy
23,293
+28
+0.1% +$798 0.02% 338
2024
Q3 		$644K Buy
23,265
+570
+3% +$15.2K 0.02% 280
2024
Q2 		$589K Sell
22,695
-3,864
-15% -$101K 0.02% 319
2024
Q1 		$721K Buy
26,559
+87
+0.3% +$2.22K 0.03% 276
2023
Q4 		$665K Buy
26,472
+15,492
+141% +$355K 0.03% 266
2023
Q3 		$248K Buy
10,980
+33
+0.3% +$782 0.01% 448
2023
Q2 		$259K Buy
10,947
+603
+6% +$13.6K 0.01% 437
2023
Q1 		$234K Sell
10,344
-20,226
-66% -$466K 0.01% 433
2022
Q4 		$669K Buy
30,570
+20,283
+197% +$445K 0.04% 205
2022
Q3 		$208K Buy
10,287
+27
+0.3% +$602 0.01% 412
2022
Q2 		$215K Buy
+10,260
New +$237K 0.01% 408

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Brighton Jones LLC opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 30,452 shares worth $943K. The stake represents 0.02% of the portfolio and ranks #472 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SCHM as recently as Q3 2025.

Brighton Jones LLC first reported a position in SCHM in Q2 2022 and has held it in 15 quarters since. 1,016 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Brighton Jones LLC held 30,452 shares of Schwab US Mid-Cap ETF worth $943K as of Q1 2026.
  • Schwab US Mid-Cap ETF was a new Brighton Jones LLC position in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #472 holding.
  • Brighton Jones LLC first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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