Brighton Jones LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $889K | Sell |
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|
2025
Q2 | $861K | Buy |
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|
2025
Q1 | $598K | Sell |
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|
2024
Q4 | $645K | Buy |
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $589K | Sell |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $665K | Buy |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $215K | Buy |
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