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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $325K | Sell |
|
|||||
|
2025
Q2 | $336K | Buy |
|
|||||
|
2025
Q1 | $328K | Buy |
|
|||||
|
2024
Q4 | $317K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $308K | Buy |
|
|||||
|
2024
Q1 | $301K | Buy |
|
|||||
|
2023
Q4 | $285K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $305K | Buy |
|
|||||
|
2023
Q1 | $203K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $205K | Sell |
|
|||||
|
2021
Q4 | $224K | Buy |
|
|||||
|
2021
Q3 | $220K | Buy |
|
|||||
|
2021
Q2 | $220K | Sell |
|
|||||
|
2021
Q1 | $406K | Sell |
|
|||||
|
2020
Q4 | $435K | Sell |
|
|||||
|
2020
Q3 | $444K | Buy |
|
|||||
|
2020
Q2 | $406K | Buy |
|
|||||
|
2020
Q1 | $391K | Buy |
|
|||||
|
2019
Q4 | $384K | Buy |
|
|||||
|
2019
Q3 | $366K | Sell |
|
|||||
|
2019
Q2 | $366K | Sell |
|
|||||
|
2019
Q1 | $419K | Buy |
|
|||||
|
2018
Q4 | $400K | Buy |
|
|||||
|
2018
Q3 | $389K | Buy |
|
|||||
|
2018
Q2 | $391K | Buy |
|
|||||
|
2018
Q1 | $259K | Buy |
|
|||||
|
2017
Q4 | $259K | Buy |
|
|||||
|
2017
Q3 | $259K | Buy |
|
|||||
|
2017
Q2 | $258K | Buy |
|