Brookwood Investment Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Buy	50,203 +961	+2%	+$31.8K	0.19%	109
2026 Q1	$1.43M	Buy	49,242 +3,190	+7%	+$99.2K	0.18%	127
2025 Q4	$1.5M	Sell	46,052 -692	-1%	-$22.5K	0.18%	108
2025 Q3	$1.49M	Sell	46,744 -10,521	-18%	-$321K	0.19%	98
2025 Q2	$1.67M	Sell	57,265 -7,091	-11%	-$187K	0.27%	58
2025 Q1	$1.61M	Buy	+64,356	New	+$1.76M	0.28%	62

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Brookwood Investment Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q2 2026, buying an estimated $31.8K and bringing the position to 50,203 shares worth $1.7M. The position accounts for 0.19% of the portfolio, ranked #109.

Brookwood Investment Group first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Brookwood Investment Group held 50,203 shares of Schwab US Large-Cap Growth ETF worth $1.7M as of Q2 2026.
Brookwood Investment Group bought 961 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $31.8K.
Schwab US Large-Cap Growth ETF made up 0.19% of Brookwood Investment Group's portfolio in Q2 2026, its #109 holding.
Brookwood Investment Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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