BJL
SCHW

Brighton Jones LLC’s Charles Schwab SCHW Stock Holding History

Brighton Jones LLC’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.16M Buy
+44,317
New +$4.35M 0.09% 154
2025
Q4 		– Sell
-35,717
Closed -$3.41M – 782
2025
Q3 		$3.41M Buy
35,717
+4,536
+15% +$431K 0.08% 139
2025
Q2 		$2.84M Buy
31,181
+6,325
+25% +$530K 0.08% 145
2025
Q1 		$1.95M Buy
24,856
+616
+3% +$48.3K 0.06% 174
2024
Q4 		$1.79M Buy
24,240
+19,195
+380% +$1.44M 0.05% 179
2024
Q3 		$327K Buy
5,045
+6
+0.1% +$394 0.01% 406
2024
Q2 		$371K Sell
5,039
-745
-13% -$55K 0.01% 414
2024
Q1 		$418K Buy
5,784
+901
+18% +$59.3K 0.02% 387
2023
Q4 		$336K Sell
4,883
-47
-1% -$2.71K 0.01% 414
2023
Q3 		$271K Buy
4,930
+542
+12% +$32.8K 0.01% 423
2023
Q2 		$249K Buy
+4,388
New +$230K 0.01% 449
2023
Q1 		– Sell
-4,238
Closed -$353K – 535
2022
Q4 		$353K Buy
4,238
+452
+12% +$35.1K 0.02% 305
2022
Q3 		$272K Buy
3,786
+102
+3% +$7.08K 0.02% 357
2022
Q2 		$233K Sell
3,684
-123
-3% -$8.48K 0.01% 389
2022
Q1 		$321K Buy
3,807
+267
+8% +$23.5K 0.01% 352
2021
Q4 		$298K Buy
3,540
+236
+7% +$19.1K 0.01% 373
2021
Q3 		$241K Buy
3,304
+103
+3% +$7.36K 0.01% 413
2021
Q2 		$233K Buy
3,201
+97
+3% +$6.86K 0.01% 419
2021
Q1 		$202K Buy
+3,104
New +$188K 0.01% 407

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Brighton Jones LLC opened a new position in Charles Schwab (SCHW) in Q1 2026: 44,317 shares worth $4.16M. The stake represents 0.09% of the portfolio and ranks #154 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SCHW as recently as Q3 2025.

Brighton Jones LLC first reported a position in SCHW in Q1 2021 and has held it in 19 quarters since. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Brighton Jones LLC held 44,317 shares of Charles Schwab worth $4.16M as of Q1 2026.
  • Charles Schwab was a new Brighton Jones LLC position in Q1 2026.
  • Charles Schwab made up 0.09% of Brighton Jones LLC's portfolio in Q1 2026, its #154 holding.
  • Brighton Jones LLC first reported a position in Charles Schwab in Q1 2021 and has held it in 19 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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