Brooklyn Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brooklyn Investment Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$693K	Buy	27,023 +13,165	+95%	+$353K	0.02%	793
2025 Q4	$376K	Sell	13,858 -46,434	-77%	-$1.24M	0.02%	871
2025 Q3	$1.47M	Buy	60,292 +953	+2%	+$24.2K	0.2%	100
2025 Q2	$1.45M	Buy	59,339 +34,568	+140%	+$782K	0.19%	101
2025 Q1	$547K	Buy	24,771 +23,386	+1,689%	+$544K	0.12%	166
2024 Q4	$32.1K	Buy	+1,385	New	+$32.3K	0.01%	642

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Brooklyn Investment Group increased its Schwab US Large- Cap ETF (SCHX) stake by 95% in Q1 2026, buying an estimated $353K and bringing the position to 27,023 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #793.

Brooklyn Investment Group first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.47M in Q3 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Brooklyn Investment Group held 27,023 shares of Schwab US Large- Cap ETF worth $693K as of Q1 2026.
Brooklyn Investment Group bought 13,165 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $353K.
Schwab US Large- Cap ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #793 holding.
Brooklyn Investment Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Brooklyn Investment Group's Schwab US Large- Cap ETF position peaked at $1.47M in Q3 2025.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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