Brighton Jones LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
24,194
+4,773
| +25% | +$132K | 0.02% | 439 |
|
|
2025
Q1 | $516K | Sell |
19,421
-9,052
| -32% | -$241K | 0.02% | 382 |
|
|
2024
Q4 | $742K | Buy |
28,473
+6,147
| +28% | +$160K | 0.02% | 310 |
|
|
2024
Q3 | $598K | Sell |
22,326
-6,303
| -22% | -$169K | 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% | -$45.7K | 0.03% | 281 |
|
|
2023
Q4 | $700K | Sell |
29,958
-1,233
| -4% | -$28.8K | 0.03% | 256 |
|
|
2023
Q3 | $670K | Buy |
31,191
+4,203
| +16% | +$90.3K | 0.03% | 236 |
|
|
2023
Q2 | $604K | Buy |
26,988
+720
| +3% | +$16.1K | 0.03% | 267 |
|
|
2023
Q1 | $574K | Sell |
26,268
-834
| -3% | -$18.2K | 0.03% | 257 |
|
|
2022
Q4 | $596K | Sell |
27,102
-2,964
| -10% | -$65.2K | 0.04% | 218 |
|
|
2022
Q3 | $586K | Buy |
30,066
+4,404
| +17% | +$85.8K | 0.03% | 217 |
|
|
2022
Q2 | $534K | Buy |
25,662
+5,073
| +25% | +$106K | 0.03% | 240 |
|
|
2022
Q1 | $489K | Buy |
20,589
+1,203
| +6% | +$28.6K | 0.02% | 282 |
|
|
2021
Q4 | $473K | Buy |
+19,386
| New | +$473K | 0.02% | 290 |
|