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Brighton Jones LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Brighton Jones LLC’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$468K Buy
+19,292
New +$470K 0.01% 728
2025
Q4 		– Sell
-20,507
Closed -$500K – 780
2025
Q3 		$500K Buy
20,507
+89
+0.4% +$2.17K 0.01% 630
2025
Q2 		$498K Buy
20,418
+1,277
+7% +$31K 0.01% 535
2025
Q1 		$466K Buy
19,141
+692
+4% +$16.8K 0.01% 409
2024
Q4 		$444K Buy
18,449
+7,171
+64% +$174K 0.01% 423
2024
Q3 		$276K Sell
11,278
-3,164
-22% -$76.9K 0.01% 449
2024
Q2 		$348K Buy
14,442
+1,972
+16% +$47.3K 0.01% 439
2024
Q1 		$301K Sell
12,470
-54
-0.4% -$1.3K 0.01% 467
2023
Q4 		$303K Buy
12,524
+2,226
+22% +$53.5K 0.01% 440
2023
Q3 		$247K Sell
10,298
-20,664
-67% -$495K 0.01% 450
2023
Q2 		$744K Buy
30,962
+12,680
+69% +$307K 0.04% 232
2023
Q1 		$446K Buy
18,282
+502
+3% +$12.2K 0.03% 306
2022
Q4 		$429K Sell
17,780
-88
-0.5% -$2.12K 0.03% 275
2022
Q3 		$431K Buy
17,868
+618
+4% +$15.1K 0.03% 268
2022
Q2 		$424K Sell
17,250
-1,250
-7% -$30.8K 0.02% 276
2022
Q1 		$458K Sell
18,500
-4
-0% -$100 0.02% 294
2021
Q4 		$470K Sell
18,504
-2,002
-10% -$51K 0.02% 292
2021
Q3 		$525K Buy
20,506
+4,442
+28% +$114K 0.03% 262
2021
Q2 		$411K Buy
16,064
+24
+0.1% +$615 0.02% 288
2021
Q1 		$412K Buy
16,040
+3,000
+23% +$77K 0.02% 262
2020
Q4 		$335K Buy
+13,040
New +$335K 0.02% 274

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Brighton Jones LLC opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q1 2026: 19,292 shares worth $468K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SCHO as recently as Q3 2025.

Brighton Jones LLC first reported a position in SCHO in Q4 2020 and has held it in 21 quarters since. The position peaked at $744K in Q2 2023. 695 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Brighton Jones LLC held 19,292 shares of Schwab Short-Term US Treasury ETF worth $468K as of Q1 2026.
  • Schwab Short-Term US Treasury ETF was a new Brighton Jones LLC position in Q1 2026.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #728 holding.
  • Brighton Jones LLC first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 21 quarters since.
  • Brighton Jones LLC's Schwab Short-Term US Treasury ETF position peaked at $744K in Q2 2023.
  • 695 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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