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Schwab Strategic Tr cmn shares owned by Brookwood Investment Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Brookwood Investment Group from 13F filings

Historical chart of Brookwood Investment Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 44k 30.50

More positions owned by Brookwood Investment Group

Vanguard Index Fds Total Stk Mkt Put Option (VTI)
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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 Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Betterment
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management
Morgan Stanley

View all funds holding Schwab Strategic Tr cmn