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Brooklyn Investment Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Brooklyn Investment Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$305K Sell
10,478
-5,804
-36% -$174K 0.01% 1398
2025
Q4 		$471K Buy
+16,282
New +$460K 0.02% 711
2025
Q3 		– Sell
-284
Closed -$7.19K – 2294
2025
Q2 		$7.19K Hold
284
– – ﹤0.01% 2332
2025
Q1 		$6.66K Buy
+284
New +$7.24K ﹤0.01% 1705

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Brooklyn Investment Group's SCHA Position: Q1 2026 in Review

Brooklyn Investment Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 36% in Q1 2026, selling an estimated $174K and leaving 10,478 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #1398.

Brooklyn Investment Group first reported a position in SCHA in Q1 2025 and has held it in 4 quarters since. The position peaked at $471K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Brooklyn Investment Group held 10,478 shares of Schwab U.S Small- Cap ETF worth $305K as of Q1 2026.
  • Brooklyn Investment Group sold 5,804 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $174K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1398 holding.
  • Brooklyn Investment Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • Brooklyn Investment Group's Schwab U.S Small- Cap ETF position peaked at $471K in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.