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Brooklyn Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Brooklyn Investment Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$441K Buy
17,562
+3,394
+24% +$89.1K 0.01% 1129
2025
Q4 		$375K Buy
+14,168
New +$369K 0.02% 874
2025
Q3 		– Sell
-2,290
Closed -$54.5K – 2295
2025
Q2 		$54.5K Buy
2,290
+7
+0.3% +$154 0.01% 1291
2025
Q1 		$49.1K Buy
+2,283
New +$51.9K 0.01% 790

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Brooklyn Investment Group increased its Schwab US Broad Market ETF (SCHB) stake by 24% in Q1 2026, buying an estimated $89.1K and bringing the position to 17,562 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1129.

Brooklyn Investment Group first reported a position in SCHB in Q1 2025 and has held it in 4 quarters since. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Brooklyn Investment Group held 17,562 shares of Schwab US Broad Market ETF worth $441K as of Q1 2026.
  • Brooklyn Investment Group bought 3,394 Schwab US Broad Market ETF shares in Q1 2026, an estimated $89.1K.
  • Schwab US Broad Market ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1129 holding.
  • Brooklyn Investment Group first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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