BJL
SCHR

Brighton Jones LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Brighton Jones LLC’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,496
Closed -$226K – 526
2022
Q1 		$226K Hold
8,496
– – 0.01% 448
2021
Q4 		$238K Buy
8,496
+1,450
+21% +$40.8K 0.01% 441
2021
Q3 		$200K Buy
+7,046
New +$202K 0.01% 459

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brighton Jones LLC's SCHR Position: Q2 2022 in Review

Brighton Jones LLC sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2022, closing a stake of 8,496 shares — an estimated $226K sold.

Brighton Jones LLC first reported a position in SCHR in Q3 2021 and held it in 3 quarters. The position peaked at $238K in Q4 2021. 320 funds tracked by Wall St. Rank hold SCHR as of Q2 2022.

  • Brighton Jones LLC reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Brighton Jones LLC sold 8,496 Schwab Intermediately-Term US Treasury ETF shares in Q2 2022, an estimated $226K.
  • Brighton Jones LLC first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2021 and held it in 3 quarters.
  • Brighton Jones LLC's Schwab Intermediately-Term US Treasury ETF position peaked at $238K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2022.

Based on Brighton Jones LLC's 13F filing for Q2 2022, filed 4 Aug 2022.