Brighton Jones LLC Schwab Strategic U.S. Mid Cap Transaction History

Brighton Jones LLC

  • $2.96 Billion
  • Q1 2025

A detailed history of Brighton Jones LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brighton Jones LLC holds 22,841 shares of SCHM stock, worth $621,960. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,841
Previous 23,293 1.94%
Holding current value
$621,960
Previous $645,000 7.44%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$25.58 - $29.24 $11,562 - $13,216
-452 Reduced 1.94%
22,841 $597,000
Q4 2024

Mar 04, 2025
BUY
$27.54 - $83.04 $427,916 - $1.29 Million
15,538 Added 200.36%
23,293 $645,000
Q4 2024

Jan 17, 2025
BUY
$27.54 - $83.04 $427,916 - $1.29 Million
15,538 Added 200.36%
23,293 $645,000
Q3 2024

Mar 04, 2025
BUY
$75.47 - $83.18 $14,339 - $15,804
190 Added 2.51%
7,755 $644,000
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $14,339 - $15,804
190 Added 2.51%
7,755 $644,000
Q2 2024

Mar 04, 2025
SELL
$75.69 - $81.19 $1.19 Million - $1.28 Million
-15,728 Reduced 67.52%
7,565 $588,000
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $97,488 - $104,572
-1,288 Reduced 14.55%
7,565 $588,000
Q1 2024

May 09, 2024
BUY
$72.89 - $81.43 $2,113 - $2,361
29 Added 0.33%
8,853 $720,000
Q4 2023

Feb 05, 2024
BUY
$63.01 - $75.95 $325,383 - $392,205
5,164 Added 141.09%
8,824 $664,000
Q3 2023

Oct 25, 2023
BUY
$66.75 - $73.98 $734 - $813
11 Added 0.3%
3,660 $247,000
Q2 2023

Jul 31, 2023
BUY
$65.29 - $71.03 $13,123 - $14,277
201 Added 5.83%
3,649 $259,000
Q1 2023

May 08, 2023
SELL
$64.24 - $73.9 $433,106 - $498,233
-6,742 Reduced 66.16%
3,448 $233,000
Q4 2022

Feb 02, 2023
BUY
$61.05 - $69.94 $412,759 - $472,864
6,761 Added 197.17%
10,190 $668,000
Q3 2022

Nov 09, 2022
BUY
$60.5 - $72.51 $544 - $652
9 Added 0.26%
3,429 $208,000
Q2 2022

Aug 04, 2022
BUY
$60.91 - $76.4 $208,312 - $261,288
3,420 New
3,420 $215,000

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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