Brighton Jones LLC’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.41M | Buy |
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|
2025
Q2 | $2.84M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $202K | Buy |
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