Brighton Jones LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
30,694
+7,853
| +34% | +$220K | 0.02% | 363 |
|
|
2025
Q1 | $598K | Sell |
22,841
-452
| -2% | -$11.8K | 0.02% | 348 |
|
|
2024
Q4 | $645K | Buy |
23,293
+28
| +0.1% | +$776 | 0.02% | 337 |
|
|
2024
Q3 | $644K | Buy |
23,265
+570
| +3% | +$15.8K | 0.02% | 280 |
|
|
2024
Q2 | $589K | Sell |
22,695
-3,864
| -15% | -$100K | 0.02% | 319 |
|
|
2024
Q1 | $721K | Buy |
26,559
+87
| +0.3% | +$2.36K | 0.03% | 276 |
|
|
2023
Q4 | $665K | Buy |
26,472
+15,492
| +141% | +$389K | 0.03% | 266 |
|
|
2023
Q3 | $248K | Buy |
10,980
+33
| +0.3% | +$745 | 0.01% | 448 |
|
|
2023
Q2 | $259K | Buy |
10,947
+603
| +6% | +$14.3K | 0.01% | 437 |
|
|
2023
Q1 | $234K | Sell |
10,344
-20,226
| -66% | -$457K | 0.01% | 432 |
|
|
2022
Q4 | $669K | Buy |
30,570
+20,283
| +197% | +$444K | 0.04% | 203 |
|
|
2022
Q3 | $208K | Buy |
10,287
+27
| +0.3% | +$546 | 0.01% | 412 |
|
|
2022
Q2 | $215K | Buy |
+10,260
| New | +$215K | 0.01% | 408 |
|