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Schwab Strategic Tr us aggregate b shares owned by Brookwood Investment Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Brookwood Investment Group from 13F filings

Historical chart of Brookwood Investment Group investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 us aggregate b by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 50k 23.47
2025-06-30 $1.0M 43k 23.24

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Broadcom (AVGO)
Meta Platforms Cl A (META)
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Alphabet Cap Stk Cl A (GOOGL)
Tidal Trust I Unlimited Hfeq E
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Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Brookwood Investment Group

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b