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Brookwood Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Brookwood Investment Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$973K Buy
26,397
+1,143
+5% +$39.3K 0.11% 190
2026
Q1 		$782K Buy
25,254
+511
+2% +$16.3K 0.1% 198
2025
Q4 		$744K Sell
24,743
-56
-0.2% -$1.67K 0.09% 212
2025
Q3 		$735K Buy
+24,799
New +$722K 0.09% 193
2025
Q2 		– Sell
-7,746
Closed -$203K – 513
2025
Q1 		$203K Buy
+7,746
New +$216K 0.03% 398

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Brookwood Investment Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.5% in Q2 2026, buying an estimated $39.3K and bringing the position to 26,397 shares worth $973K. The position accounts for 0.11% of the portfolio, ranked #190.

Brookwood Investment Group first reported a position in SCHM in Q1 2025 and has held it in 5 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Brookwood Investment Group held 26,397 shares of Schwab US Mid-Cap ETF worth $973K as of Q2 2026.
  • Brookwood Investment Group bought 1,143 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $39.3K.
  • Schwab US Mid-Cap ETF made up 0.11% of Brookwood Investment Group's portfolio in Q2 2026, its #190 holding.
  • Brookwood Investment Group first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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