Brighton Jones LLC’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
31,181
+6,325
| +25% | +$577K | 0.08% | 145 |
|
|
2025
Q1 | $1.95M | Buy |
24,856
+616
| +3% | +$48.2K | 0.06% | 173 |
|
|
2024
Q4 | $1.79M | Buy |
24,240
+19,195
| +380% | +$1.42M | 0.05% | 179 |
|
|
2024
Q3 | $327K | Buy |
5,045
+6
| +0.1% | +$389 | 0.01% | 406 |
|
|
2024
Q2 | $371K | Sell |
5,039
-745
| -13% | -$54.9K | 0.01% | 414 |
|
|
2024
Q1 | $418K | Buy |
5,784
+901
| +18% | +$65.2K | 0.02% | 387 |
|
|
2023
Q4 | $336K | Sell |
4,883
-47
| -1% | -$3.23K | 0.01% | 414 |
|
|
2023
Q3 | $271K | Buy |
4,930
+542
| +12% | +$29.8K | 0.01% | 423 |
|
|
2023
Q2 | $249K | Buy |
+4,388
| New | +$249K | 0.01% | 449 |
|
|
2023
Q1 | – | Sell |
-4,238
| Closed | -$353K | – | 534 |
|
|
2022
Q4 | $353K | Buy |
4,238
+452
| +12% | +$37.6K | 0.02% | 303 |
|
|
2022
Q3 | $272K | Buy |
3,786
+102
| +3% | +$7.33K | 0.02% | 357 |
|
|
2022
Q2 | $233K | Sell |
3,684
-123
| -3% | -$7.78K | 0.01% | 389 |
|
|
2022
Q1 | $321K | Buy |
3,807
+267
| +8% | +$22.5K | 0.01% | 352 |
|
|
2021
Q4 | $298K | Buy |
3,540
+236
| +7% | +$19.9K | 0.01% | 373 |
|
|
2021
Q3 | $241K | Buy |
3,304
+103
| +3% | +$7.51K | 0.01% | 413 |
|
|
2021
Q2 | $233K | Buy |
3,201
+97
| +3% | +$7.06K | 0.01% | 419 |
|
|
2021
Q1 | $202K | Buy |
+3,104
| New | +$202K | 0.01% | 407 |
|