Brighton Jones LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $352K | Buy |
15,205
+384
| +3% | +$8.89K | 0.01% | 966 |
|
|
2026
Q1 | $344K | Buy |
+14,821
| New | +$347K | 0.01% | 854 |
|
|
2025
Q4 | – | Sell |
-13,866
| Closed | -$325K | – | 784 |
|
|
2025
Q3 | $325K | Sell |
13,866
-612
| -4% | -$14.2K | 0.01% | 777 |
|
|
2025
Q2 | $336K | Buy |
14,478
+309
| +2% | +$7.09K | 0.01% | 674 |
|
|
2025
Q1 | $328K | Buy |
14,169
+194
| +1% | +$4.44K | 0.01% | 507 |
|
|
2024
Q4 | $317K | Buy |
+13,975
| New | +$323K | 0.01% | 506 |
|
|
2024
Q3 | – | Sell |
-13,530
| Closed | -$308K | – | 652 |
|
|
2024
Q2 | $308K | Buy |
13,530
+432
| +3% | +$9.79K | 0.01% | 470 |
|
|
2024
Q1 | $301K | Buy |
13,098
+876
| +7% | +$20.1K | 0.01% | 464 |
|
|
2023
Q4 | $285K | Buy |
+12,222
| New | +$273K | 0.01% | 453 |
|
|
2023
Q3 | – | Sell |
-13,214
| Closed | -$305K | – | 570 |
|
|
2023
Q2 | $305K | Buy |
13,214
+4,578
| +53% | +$107K | 0.02% | 393 |
|
|
2023
Q1 | $203K | Buy |
+8,636
| New | +$201K | 0.01% | 481 |
|
|
2022
Q2 | – | Sell |
-8,090
| Closed | -$205K | – | 527 |
|
|
2022
Q1 | $205K | Sell |
8,090
-212
| -3% | -$5.51K | 0.01% | 476 |
|
|
2021
Q4 | $224K | Buy |
8,302
+210
| +3% | +$5.68K | 0.01% | 465 |
|
|
2021
Q3 | $220K | Buy |
8,092
+26
| +0.3% | +$713 | 0.01% | 436 |
|
|
2021
Q2 | $220K | Sell |
8,066
-6,968
| -46% | -$189K | 0.01% | 436 |
|
|
2021
Q1 | $406K | Sell |
15,034
-500
| -3% | -$13.7K | 0.02% | 264 |
|
|
2020
Q4 | $435K | Sell |
15,534
-312
| -2% | -$8.72K | 0.03% | 231 |
|
|
2020
Q3 | $444K | Buy |
15,846
+1,400
| +10% | +$39.5K | 0.03% | 204 |
|
|
2020
Q2 | $406K | Buy |
14,446
+34
| +0.2% | +$946 | 0.03% | 187 |
|
|
2020
Q1 | $391K | Buy |
14,412
+36
| +0.3% | +$972 | 0.04% | 187 |
|
|
2019
Q4 | $384K | Buy |
14,376
+790
| +6% | +$21.2K | 0.04% | 203 |
|
|
2019
Q3 | $366K | Sell |
13,586
-210
| -2% | -$5.62K | 0.04% | 200 |
|
|
2019
Q2 | $366K | Sell |
13,796
-2,360
| -15% | -$61.4K | 0.04% | 198 |
|
|
2019
Q1 | $419K | Buy |
16,156
+336
| +2% | +$8.57K | 0.05% | 185 |
|
|
2018
Q4 | $400K | Buy |
15,820
+326
| +2% | +$8.14K | 0.06% | 166 |
|
|
2018
Q3 | $389K | Buy |
15,494
+62
| +0.4% | +$1.57K | 0.05% | 177 |
|
|
2018
Q2 | $391K | Buy |
15,432
+5,276
| +52% | +$133K | 0.05% | 199 |
|
|
2018
Q1 | $259K | Buy |
10,156
+216
| +2% | +$5.52K | 0.04% | 240 |
|
|
2017
Q4 | $259K | Buy |
9,940
+38
| +0.4% | +$991 | 0.03% | 237 |
|
|
2017
Q3 | $259K | Buy |
9,902
+38
| +0.4% | +$996 | 0.03% | 227 |
|
|
2017
Q2 | $258K | Buy |
+9,864
| New | +$257K | 0.04% | 212 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
RA
Brighton Jones LLC's SCHZ Position: Q2 2026 in Review
Brighton Jones LLC increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.6% in Q2 2026, buying an estimated $8.89K and bringing the position to 15,205 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #966.
Brighton Jones LLC first reported a position in SCHZ in Q2 2017 and has held it in 31 quarters since. The position peaked at $444K in Q3 2020. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.
- Brighton Jones LLC held 15,205 shares of Schwab US Aggregate Bond ETF worth $352K as of Q2 2026.
- Brighton Jones LLC bought 384 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $8.89K.
- Schwab US Aggregate Bond ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #966 holding.
- Brighton Jones LLC first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 31 quarters since.
- Brighton Jones LLC's Schwab US Aggregate Bond ETF position peaked at $444K in Q3 2020.
- 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.
Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.