Brighton Jones LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
220,148
+1,027
| +0.5% | +$25.1K | 0.15% | 88 |
|
|
2025
Q1 | $4.84M | Buy |
219,121
+7,791
| +4% | +$172K | 0.16% | 83 |
|
|
2024
Q4 | $4.9M | Sell |
211,330
-1,043
| -0.5% | -$24.2K | 0.14% | 85 |
|
|
2024
Q3 | $4.8M | Buy |
212,373
+71,697
| +51% | +$1.62M | 0.18% | 69 |
|
|
2024
Q2 | $3.01M | Buy |
140,676
+2,559
| +2% | +$54.8K | 0.1% | 104 |
|
|
2024
Q1 | $2.86M | Sell |
138,117
-3,687
| -3% | -$76.3K | 0.1% | 106 |
|
|
2023
Q4 | $2.67M | Sell |
141,804
-21,081
| -13% | -$396K | 0.11% | 101 |
|
|
2023
Q3 | $2.75M | Sell |
162,885
-60
| -0% | -$1.01K | 0.14% | 88 |
|
|
2023
Q2 | $2.84M | Buy |
162,945
+3,645
| +2% | +$63.6K | 0.14% | 91 |
|
|
2023
Q1 | $2.57M | Buy |
159,300
+132
| +0.1% | +$2.13K | 0.15% | 87 |
|
|
2022
Q4 | $2.4M | Sell |
159,168
-1,341
| -0.8% | -$20.2K | 0.14% | 87 |
|
|
2022
Q3 | $2.27M | Buy |
160,509
+14,598
| +10% | +$206K | 0.13% | 83 |
|
|
2022
Q2 | $2.17M | Sell |
145,911
-3,048
| -2% | -$45.4K | 0.13% | 95 |
|
|
2022
Q1 | $2.67M | Buy |
148,959
+573
| +0.4% | +$10.3K | 0.12% | 83 |
|
|
2021
Q4 | $2.82M | Sell |
148,386
-882
| -0.6% | -$16.7K | 0.13% | 83 |
|
|
2021
Q3 | $2.59M | Buy |
149,268
+18,600
| +14% | +$322K | 0.13% | 76 |
|
|
2021
Q2 | $2.26M | Buy |
130,668
+42,978
| +49% | +$745K | 0.12% | 85 |
|
|
2021
Q1 | $1.4M | Buy |
87,690
+3,030
| +4% | +$48.5K | 0.08% | 112 |
|
|
2020
Q4 | $1.28M | Buy |
84,660
+1,464
| +2% | +$22.2K | 0.08% | 108 |
|
|
2020
Q3 | $1.12M | Sell |
83,196
-2,826
| -3% | -$38K | 0.08% | 107 |
|
|
2020
Q2 | $1.06M | Buy |
86,022
+30
| +0% | +$370 | 0.09% | 101 |
|
|
2020
Q1 | $878K | Sell |
85,992
-390
| -0.5% | -$3.98K | 0.09% | 105 |
|
|
2019
Q4 | $1.11M | Buy |
86,382
+3,588
| +4% | +$45.9K | 0.12% | 104 |
|
|
2019
Q3 | $979K | Buy |
82,794
+420
| +0.5% | +$4.97K | 0.11% | 103 |
|
|
2019
Q2 | $964K | Buy |
82,374
+2,520
| +3% | +$29.5K | 0.11% | 109 |
|
|
2019
Q1 | $900K | Buy |
79,854
+36,456
| +84% | +$411K | 0.11% | 109 |
|
|
2018
Q4 | $432K | Buy |
43,398
+2,814
| +7% | +$28K | 0.06% | 159 |
|
|
2018
Q3 | $471K | Buy |
40,584
+3,960
| +11% | +$46K | 0.06% | 161 |
|
|
2018
Q2 | $397K | Buy |
36,624
+3,084
| +9% | +$33.4K | 0.05% | 197 |
|
|
2018
Q1 | $353K | Sell |
33,540
-3,078
| -8% | -$32.4K | 0.05% | 191 |
|
|
2017
Q4 | $389K | Buy |
36,618
+168
| +0.5% | +$1.79K | 0.05% | 180 |
|
|
2017
Q3 | $365K | Buy |
36,450
+6,042
| +20% | +$60.5K | 0.05% | 182 |
|
|
2017
Q2 | $293K | Buy |
+30,408
| New | +$293K | 0.04% | 200 |
|
|
2016
Q4 | – | Sell |
-29,226
| Closed | -$251K | – | 186 |
|
|
2016
Q3 | $251K | Buy |
29,226
+102
| +0.4% | +$877 | 0.04% | 199 |
|
|
2016
Q2 | $242K | Sell |
29,124
-8,364
| -22% | -$69.5K | 0.04% | 173 |
|
|
2016
Q1 | $305K | Buy |
37,488
+8,652
| +30% | +$70.4K | 0.06% | 158 |
|
|
2015
Q4 | $233K | Buy |
28,836
+150
| +0.5% | +$1.21K | 0.05% | 174 |
|
|
2015
Q3 | $219K | Buy |
28,686
+150
| +0.5% | +$1.15K | 0.05% | 173 |
|
|
2015
Q2 | $234K | Buy |
28,536
+156
| +0.5% | +$1.28K | 0.05% | 165 |
|
|
2015
Q1 | $234K | Sell |
28,380
-2,256
| -7% | -$18.6K | 0.05% | 166 |
|
|
2014
Q4 | $250K | Buy |
30,636
+138
| +0.5% | +$1.13K | 0.06% | 162 |
|
|
2014
Q3 | $239K | Buy |
30,498
+138
| +0.5% | +$1.08K | 0.05% | 173 |
|
|
2014
Q2 | $237K | Buy |
30,360
+144
| +0.5% | +$1.12K | 0.05% | 166 |
|
|
2014
Q1 | $225K | Buy |
30,216
+138
| +0.5% | +$1.03K | 0.05% | 165 |
|
|
2013
Q4 | $221K | Buy |
30,078
+138
| +0.5% | +$1.01K | 0.05% | 174 |
|
|
2013
Q3 | $201K | Buy |
+29,940
| New | +$201K | 0.05% | 164 |
|