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

Brookwood 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
Q2 		$1.65M Buy
57,040
+1,674
+3% +$46.9K 0.19% 114
2026
Q1 		$1.39M Sell
55,366
-306
-0.5% -$8.03K 0.17% 134
2025
Q4 		$1.46M Sell
55,672
-276
-0.5% -$7.18K 0.18% 113
2025
Q3 		$1.44M Sell
55,948
-2,663
-5% -$65.9K 0.19% 103
2025
Q2 		$1.4M Sell
58,611
-5,096
-8% -$112K 0.23% 80
2025
Q1 		$1.37M Buy
+63,707
New +$1.45M 0.24% 78

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 $103B AUM 28.65% 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

Brookwood Investment Group's SCHB Position: Q2 2026 in Review

Brookwood Investment Group increased its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2026, buying an estimated $46.9K and bringing the position to 57,040 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #114.

Brookwood Investment Group first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Brookwood Investment Group held 57,040 shares of Schwab US Broad Market ETF worth $1.65M as of Q2 2026.
  • Brookwood Investment Group bought 1,674 Schwab US Broad Market ETF shares in Q2 2026, an estimated $46.9K.
  • Schwab US Broad Market ETF made up 0.19% of Brookwood Investment Group's portfolio in Q2 2026, its #114 holding.
  • Brookwood Investment Group first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.