A detailed history of Brighton Jones LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Brighton Jones LLC holds 20,448 shares of SCHA stock, worth $564,978. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,448
Previous 30,095 32.06%
Holding current value
$564,978
Previous $1.43 Million 26.26%
% of portfolio
0.04%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$46.9 - $51.96 $452,444 - $501,258
-9,647 Reduced 32.06%
20,448 $1.05 Million
Q2 2024

Aug 12, 2024

BUY
$45.24 - $49.04 $23,208 - $25,157
513 Added 1.73%
30,095 $1.43 Million
Q1 2024

May 09, 2024

SELL
$44.84 - $49.24 $1,255 - $1,378
-28 Reduced 0.09%
29,582 $1.46 Million
Q4 2023

Feb 05, 2024

BUY
$38.13 - $48.02 $26,729 - $33,662
701 Added 2.42%
29,610 $1.4 Million
Q3 2023

Oct 25, 2023

BUY
$40.85 - $46.1 $67,606 - $76,295
1,655 Added 6.07%
28,909 $1.2 Million
Q2 2023

Jul 31, 2023

BUY
$39.91 - $43.82 $46,654 - $51,225
1,169 Added 4.48%
27,254 $1.19 Million
Q1 2023

May 08, 2023

BUY
$39.82 - $46.36 $32,134 - $37,412
807 Added 3.19%
26,085 $1.09 Million
Q4 2022

Feb 02, 2023

SELL
$38.25 - $43.54 $386,631 - $440,102
-10,108 Reduced 28.56%
25,278 $1.02 Million
Q3 2022

Nov 09, 2022

BUY
$37.65 - $45.9 $73,229 - $89,275
1,945 Added 5.82%
35,386 $1.34 Million
Q2 2022

Aug 04, 2022

BUY
$37.88 - $48.01 $36,402 - $46,137
961 Added 2.96%
33,441 $1.3 Million
Q1 2022

May 13, 2022

BUY
$44.42 - $51.73 $831,542 - $968,385
18,720 Added 136.05%
32,480 $1.54 Million
Q4 2021

Feb 03, 2022

BUY
$48.64 - $55.07 $119,022 - $134,756
2,447 Added 21.63%
13,760 $1.41 Million
Q3 2021

Nov 04, 2021

BUY
$48.3 - $52.49 $161,080 - $175,054
3,335 Added 41.8%
11,313 $1.13 Million
Q2 2021

Aug 10, 2021

BUY
$48.39 - $52.91 $259,273 - $283,491
5,358 Added 204.5%
7,978 $831,000
Q1 2021

May 07, 2021

BUY
$43.89 - $52.63 $114,991 - $137,890
2,620 New
2,620 $261,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
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