Brookwood Investment Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Sell	75,785 -12,564	-14%	-$291K	0.2%	106
2026 Q1	$2.05M	Buy	88,349 +37,604	+74%	+$880K	0.25%	87
2025 Q4	$1.19M	Buy	50,745 +1,166	+2%	+$27.4K	0.14%	142
2025 Q3	$1.16M	Buy	49,579 +6,242	+14%	+$145K	0.15%	122
2025 Q2	$1.01M	Sell	43,337 -30,708	-41%	-$705K	0.16%	132
2025 Q1	$1.71M	Buy	+74,045	New	+$1.7M	0.29%	57

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Brookwood Investment Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 14% in Q2 2026, selling an estimated $291K and leaving 75,785 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #106.

Brookwood Investment Group first reported a position in SCHZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.05M in Q1 2026. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Brookwood Investment Group held 75,785 shares of Schwab US Aggregate Bond ETF worth $1.75M as of Q2 2026.
Brookwood Investment Group sold 12,564 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $291K.
Schwab US Aggregate Bond ETF made up 0.2% of Brookwood Investment Group's portfolio in Q2 2026, its #106 holding.
Brookwood Investment Group first reported a position in Schwab US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Schwab US Aggregate Bond ETF position peaked at $2.05M in Q1 2026.
673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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