Brookwood Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brookwood Investment Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$856K	Sell	26,981 -3,566	-12%	-$113K	0.1%	203
2026 Q1	$937K	Buy	30,547 +6,371	+26%	+$193K	0.12%	177
2025 Q4	$663K	Sell	24,176 -288	-1%	-$7.83K	0.08%	234
2025 Q3	$668K	Buy	24,464 +2,163	+10%	+$59K	0.09%	212
2025 Q2	$591K	Buy	+22,301	New	+$582K	0.1%	207

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Brookwood Investment Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2026, selling an estimated $113K and leaving 26,981 shares worth $856K. The position accounts for 0.1% of the portfolio, ranked #203.

Brookwood Investment Group first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $937K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Brookwood Investment Group held 26,981 shares of Schwab US Dividend Equity ETF worth $856K as of Q2 2026.
Brookwood Investment Group sold 3,566 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $113K.
Schwab US Dividend Equity ETF made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #203 holding.
Brookwood Investment Group first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Brookwood Investment Group's Schwab US Dividend Equity ETF position peaked at $937K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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