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Schwab U S Small Cap ETF shares owned by Brookwood Investment Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Brookwood Investment Group from 13F filings

Historical chart of Brookwood Investment Group investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Brookwood Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $845k 29k 29.08

More positions owned by Brookwood Investment Group

Vanguard Index Fds Total Stk Mkt Put Option (VTI)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Apple Put Option (AAPL)
Amazon Call Option (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A Call Option (META)
Listed Fds Tr Shares Core Bd (OVB)
Ishares U S Etf Tr Short Duration B (NEAR)
Tidal Trust Iii Vistashares Targ (DRKY)
Tidal Trust I Unlimited Hfeq E (HFEQ)

View all positions for Brookwood Investment Group

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF