Brighton Jones LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brighton Jones LLC’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-222,605	Closed	-$5.99M	–	45
2025 Q4	$5.99M	Buy	222,605 +1,737	+0.8%	+$46.4K	0.22%	44
2025 Q3	$5.82M	Buy	220,868 +720	+0.3%	+$18.3K	0.14%	94
2025 Q2	$5.38M	Buy	220,148 +1,027	+0.5%	+$23.2K	0.15%	88
2025 Q1	$4.84M	Buy	219,121 +7,791	+4%	+$181K	0.16%	83
2024 Q4	$4.9M	Sell	211,330 -1,043	-0.5%	-$24.3K	0.14%	85
2024 Q3	$4.8M	Buy	212,373 +71,697	+51%	+$1.56M	0.18%	69
2024 Q2	$3.01M	Buy	140,676 +2,559	+2%	+$52.9K	0.1%	104
2024 Q1	$2.86M	Sell	138,117 -3,687	-3%	-$72.6K	0.1%	106
2023 Q4	$2.67M	Sell	141,804 -21,081	-13%	-$370K	0.11%	101
2023 Q3	$2.75M	Sell	162,885 -60	-0%	-$1.05K	0.14%	88
2023 Q2	$2.84M	Buy	162,945 +3,645	+2%	+$60.2K	0.14%	91
2023 Q1	$2.57M	Buy	159,300 +132	+0.1%	+$2.08K	0.15%	87
2022 Q4	$2.4M	Sell	159,168 -1,341	-0.8%	-$20.3K	0.14%	88
2022 Q3	$2.27M	Buy	160,509 +14,598	+10%	+$229K	0.13%	83
2022 Q2	$2.17M	Sell	145,911 -3,048	-2%	-$49.4K	0.13%	95
2022 Q1	$2.67M	Buy	148,959 +573	+0.4%	+$10.1K	0.12%	83
2021 Q4	$2.81M	Sell	148,386 -882	-0.6%	-$16.3K	0.13%	83
2021 Q3	$2.59M	Buy	149,268 +18,600	+14%	+$332K	0.13%	76
2021 Q2	$2.26M	Buy	130,668 +42,978	+49%	+$725K	0.12%	85
2021 Q1	$1.4M	Buy	87,690 +3,030	+4%	+$47.5K	0.08%	112
2020 Q4	$1.28M	Buy	84,660 +1,464	+2%	+$20.9K	0.08%	108
2020 Q3	$1.12M	Sell	83,196 -2,826	-3%	-$37.5K	0.08%	107
2020 Q2	$1.06M	Buy	86,022 +30	+0%	+$350	0.09%	101
2020 Q1	$878K	Sell	85,992 -390	-0.5%	-$4.74K	0.09%	105
2019 Q4	$1.11M	Buy	86,382 +3,588	+4%	+$44K	0.12%	104
2019 Q3	$979K	Buy	82,794 +420	+0.5%	+$4.95K	0.11%	103
2019 Q2	$964K	Buy	82,374 +2,520	+3%	+$28.9K	0.11%	109
2019 Q1	$900K	Buy	79,854 +36,456	+84%	+$395K	0.11%	109
2018 Q4	$432K	Buy	43,398 +2,814	+7%	+$30.2K	0.06%	159
2018 Q3	$471K	Buy	40,584 +3,960	+11%	+$45K	0.06%	161
2018 Q2	$397K	Buy	36,624 +3,084	+9%	+$33.3K	0.05%	197
2018 Q1	$353K	Sell	33,540 -3,078	-8%	-$33.5K	0.05%	191
2017 Q4	$389K	Buy	36,618 +168	+0.5%	+$1.74K	0.05%	180
2017 Q3	$365K	Buy	36,450 +6,042	+20%	+$59.3K	0.05%	182
2017 Q2	$293K	Buy	+30,408	New	+$290K	0.04%	200
2016 Q4	–	Sell	-29,226	Closed	-$251K	–	186
2016 Q3	$251K	Buy	29,226 +102	+0.4%	+$875	0.04%	199
2016 Q2	$242K	Sell	29,124 -8,364	-22%	-$68.8K	0.04%	173
2016 Q1	$305K	Buy	37,488 +8,652	+30%	+$66.8K	0.06%	158
2015 Q4	$233K	Buy	28,836 +150	+0.5%	+$1.22K	0.05%	174
2015 Q3	$219K	Buy	28,686 +150	+0.5%	+$1.21K	0.05%	173
2015 Q2	$234K	Buy	28,536 +156	+0.5%	+$1.31K	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%	+$1.1K	0.06%	162
2014 Q3	$239K	Buy	30,498 +138	+0.5%	+$1.09K	0.05%	173
2014 Q2	$237K	Buy	30,360 +144	+0.5%	+$1.09K	0.05%	166
2014 Q1	$225K	Buy	30,216 +138	+0.5%	+$1.01K	0.05%	165
2013 Q4	$221K	Buy	30,078 +138	+0.5%	+$973	0.05%	174
2013 Q3	$201K	Buy	+29,940	New	+$200K	0.05%	164

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Brighton Jones LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 222,605 shares — an estimated $5.99M sold.

Brighton Jones LLC first reported a position in SCHX in Q3 2013 and held it in 48 quarters. The position peaked at $5.99M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Brighton Jones LLC reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Brighton Jones LLC sold 222,605 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.99M.
Brighton Jones LLC first reported a position in Schwab US Large- Cap ETF in Q3 2013 and held it in 48 quarters.
Brighton Jones LLC's Schwab US Large- Cap ETF position peaked at $5.99M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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