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 36,574 shares of SCHD stock, worth $3.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
36,574
Previous 29,681 23.22%
Holding current value
$3.09 Million
Previous $2.39 Million 18.8%
% of portfolio
0.1%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


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