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Disclosery

BRIGHTON JONES LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRIGHTON JONES LLC on SCHW, newest first. How the timeline and the estimate are built.

BRIGHTON JONES LLC held 41,755 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,755 shares
    Change vs previous 13F -2,562 shares

    0.07% of the 13F portfolio, value $3,852,723.

    13F-HR 0001360798-26-000005 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 44,317 shares
    Change vs previous 13F +44,317 shares

    0.09% of the 13F portfolio, value $4,164,935.

    13F-HR/A 0001360798-26-000004 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -35,717 shares

    13F-HR 0001360798-26-000001 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 35,717 shares
    Change vs previous 13F +4,536 shares

    0.08% of the 13F portfolio, value $3,409,859.

    13F-HR 0001085146-25-005933 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,181 shares
    Change vs previous 13F +6,325 shares

    0.08% of the 13F portfolio, value $2,844,962.

    13F-HR 0001085146-25-004370 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,856 shares
    Change vs previous 13F +616 shares

    0.06% of the 13F portfolio, value $1,945,764.

    13F-HR 0001085146-25-002166 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 24,240 shares
    Change vs previous 13F +19,195 shares

    0.05% of the 13F portfolio, value $1,794,026.

    13F-HR/A 0001085146-25-001793 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 5,045 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $326,997.

    13F-HR/A 0001085146-25-001792 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).