Brighton Jones LLC’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
20,418
+1,277
| +7% | +$31.1K | 0.01% | 534 |
|
|
2025
Q1 | $466K | Buy |
19,141
+692
| +4% | +$16.8K | 0.01% | 407 |
|
|
2024
Q4 | $444K | Buy |
18,449
+7,171
| +64% | +$173K | 0.01% | 422 |
|
|
2024
Q3 | $276K | Sell |
11,278
-3,164
| -22% | -$77.5K | 0.01% | 449 |
|
|
2024
Q2 | $348K | Buy |
14,442
+1,972
| +16% | +$47.5K | 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% | +$53.9K | 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% | +$305K | 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% | 273 |
|
|
2022
Q3 | $431K | Buy |
17,868
+618
| +4% | +$14.9K | 0.03% | 268 |
|
|
2022
Q2 | $424K | Sell |
17,250
-1,250
| -7% | -$30.7K | 0.02% | 276 |
|
|
2022
Q1 | $458K | Sell |
18,500
-4
| -0% | -$99 | 0.02% | 294 |
|
|
2021
Q4 | $470K | Sell |
18,504
-2,002
| -10% | -$50.9K | 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% | +$614 | 0.02% | 288 |
|
|
2021
Q1 | $412K | Buy |
16,040
+3,000
| +23% | +$77.1K | 0.02% | 262 |
|
|
2020
Q4 | $335K | Buy |
+13,040
| New | +$335K | 0.02% | 274 |
|