BJL
SCHV

Brighton Jones LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brighton Jones LLC’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$610K Buy
+20,001
New +$623K 0.01% 617
2025
Q4 		– Sell
-24,563
Closed -$715K – 783
2025
Q3 		$715K Buy
24,563
+369
+2% +$10.5K 0.02% 509
2025
Q2 		$669K Buy
24,194
+4,773
+25% +$125K 0.02% 440
2025
Q1 		$516K Sell
19,421
-9,052
-32% -$243K 0.02% 384
2024
Q4 		$742K Buy
28,473
+6,147
+28% +$166K 0.02% 311
2024
Q3 		$598K Sell
22,326
-6,303
-22% -$162K 0.02% 290
2024
Q2 		$707K Buy
28,629
+474
+2% +$11.7K 0.02% 278
2024
Q1 		$713K Sell
28,155
-1,803
-6% -$43.2K 0.03% 281
2023
Q4 		$700K Sell
29,958
-1,233
-4% -$27K 0.03% 256
2023
Q3 		$670K Buy
31,191
+4,203
+16% +$94.4K 0.03% 236
2023
Q2 		$604K Buy
26,988
+720
+3% +$15.7K 0.03% 267
2023
Q1 		$574K Sell
26,268
-834
-3% -$18.5K 0.03% 257
2022
Q4 		$596K Sell
27,102
-2,964
-10% -$64.2K 0.04% 220
2022
Q3 		$586K Buy
30,066
+4,404
+17% +$94.8K 0.03% 217
2022
Q2 		$534K Buy
25,662
+5,073
+25% +$114K 0.03% 240
2022
Q1 		$489K Buy
20,589
+1,203
+6% +$28.5K 0.02% 282
2021
Q4 		$473K Buy
+19,386
New +$459K 0.02% 290

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Brighton Jones LLC opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q1 2026: 20,001 shares worth $610K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SCHV as recently as Q3 2025.

Brighton Jones LLC first reported a position in SCHV in Q4 2021 and has held it in 17 quarters since. The position peaked at $742K in Q4 2024. 967 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Brighton Jones LLC held 20,001 shares of Schwab US Large-Cap Value ETF worth $610K as of Q1 2026.
  • Schwab US Large-Cap Value ETF was a new Brighton Jones LLC position in Q1 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #617 holding.
  • Brighton Jones LLC first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Brighton Jones LLC's Schwab US Large-Cap Value ETF position peaked at $742K in Q4 2024.
  • 967 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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