Brighton Jones LLC Schwab Strategic Tr Us Dividen Transaction History

Brighton Jones LLC

$3.5 Billion
Q2 2025

A detailed history of Brighton Jones LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brighton Jones LLC holds 96,418 shares of SCHD stock, worth $2.59 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

96,418

Previous 104,646 7.86%

Holding current value

$2.59 Million

Previous $2.89 Million 11.47%

% of portfolio

0.07%

Previous 0.1%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$24.32 - $27.87 $200,104 - $229,314	-8,228 Reduced 7.86%	96,418 $2.56 Million
Q1 2025 Apr 17, 2025	SELL	$27.01 - $28.54 $11,965 - $12,643	-443 Reduced 0.42%	104,646 $2.89 Million
Q4 2024 Mar 04, 2025	BUY	$26.93 - $84.95 $2.27 Million - $7.16 Million	84,262 Added 404.58%	105,089 $2.87 Million
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $2.27 Million - $7.16 Million	84,262 Added 404.58%	105,089 $2.87 Million
Q3 2024 Mar 04, 2025	SELL	$77.02 - $85.06 $1.21 Million - $1.34 Million	-15,747 Reduced 43.06%	20,827 $1.76 Million
Q3 2024 Oct 22, 2024	SELL	$77.02 - $85.06 $1.21 Million - $1.34 Million	-15,747 Reduced 43.06%	20,827 $1.76 Million
Q2 2024 Mar 04, 2025	SELL	$75.81 - $80.15 $5.19 Million - $5.49 Million	-68,515 Reduced 65.2%	36,574 $2.84 Million
Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $522,558 - $552,473	6,893 Added 23.22%	36,574 $2.84 Million
Q1 2024 May 09, 2024	BUY	$75.25 - $80.63 $19,414 - $20,802	258 Added 0.88%	29,681 $2.39 Million
Q4 2023 Feb 05, 2024	BUY	$66.9 - $76.32 $133,666 - $152,487	1,998 Added 7.29%	29,423 $2.24 Million
Q3 2023 Oct 25, 2023	BUY	$70.63 - $75.66 $338,812 - $362,941	4,797 Added 21.2%	27,425 $1.94 Million
Q2 2023 Jul 31, 2023	BUY	$69.18 - $73.94 $45,658 - $48,800	660 Added 3.0%	22,628 $1.64 Million
Q1 2023 May 08, 2023	BUY	$70.28 - $78.03 $244,574 - $271,544	3,480 Added 18.82%	21,968 $1.61 Million
Q4 2022 Feb 02, 2023	SELL	$67.16 - $79.06 $132,708 - $156,222	-1,976 Reduced 9.66%	18,488 $1.4 Million
Q3 2022 Nov 09, 2022	BUY	$66.43 - $77.87 $169,927 - $199,191	2,558 Added 14.29%	20,464 $1.36 Million
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $113,550 - $129,587	1,615 Added 9.91%	17,906 $1.28 Million
Q1 2022 May 13, 2022	BUY	$75.14 - $81.94 $33,888 - $36,954	451 Added 2.85%	16,291 $1.29 Million
Q4 2021 Feb 03, 2022	SELL	$74.93 - $80.86 $63,016 - $68,003	-841 Reduced 5.04%	15,840 $1.28 Million
Q3 2021 Nov 04, 2021	BUY	$74.23 - $78.13 $37,040 - $38,986	499 Added 3.08%	16,681 $1.24 Million
Q2 2021 Aug 10, 2021	BUY	$73.32 - $77.65 $23,902 - $25,313	326 Added 2.06%	16,182 $1.22 Million
Q1 2021 May 07, 2021	BUY	$63.23 - $73.67 $9,484 - $11,050	150 Added 0.96%	15,856 $1.16 Million
Q4 2020 Feb 10, 2021	BUY	$54.8 - $65.16 $4,932 - $5,864	90 Added 0.58%	15,706 $1.01 Million
Q3 2020 Nov 12, 2020	BUY	$50.37 - $58.54 $786,577 - $914,160	15,616 New	15,616 $864,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brighton Jones LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brighton Jones LLC with notifications on news.

Account

Brighton Jones LLC Schwab Strategic Tr Us Dividen Transaction History