Brooklyn Investment Group

Position in SCHW — Schwab Charles Corp

CIK 1795705 NEW YORK, NY

Position in SCHW

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$3,878,460

+$1,625,090 QoQ

Shares Held

41,269

+83.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Brooklyn Investment Group holds $31,436,376 across 20 Capital Markets names. SCHW ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,540	$9,762,724
2	MS	Morgan Stanley	45,775	$7,533,191
3	SCHW	Schwab Charles Corp This page	41,269	$3,878,460
4	IBKR	Interactive Brokers Group, Inc.	27,277	$1,829,468
5	HOOD	Robinhood Markets, Inc.	17,023	$1,179,693
6	NMR	Nomura Holdings Inc	138,212	$1,090,492
7	VIRT	Virtu Financial, Inc.	20,904	$919,357
8	MRX	Marex Group Ltd	18,775	$836,989

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,878,460	41,269	+83.0%	Shares	Defined	2026-04-29
2025-12-31	$2,253,370	22,554	+53.4%	Shares	Defined	2026-02-12
2025-09-30	$1,403,981	14,706	-3.9%	Shares	Defined	2025-11-14
2025-06-30	$1,395,515	15,295	+52.4%	Shares	Defined	2025-08-14
2025-03-31	$785,461	10,034	+10.3%	Shares	Defined	2025-05-13
2024-12-31	$673,120	9,095	+6.2%	Shares	Defined	2025-01-15
2024-09-30	$555,292	8,568	-6.0%	Shares	Defined	2024-11-13
2024-06-30	$671,463	9,112	0.0%	Shares	Defined	2024-08-12
2024-03-31	$659,162	9,112	+3.9%	Shares	Defined	2024-05-07
2023-12-31	$603,582	8,773	—	Shares	Defined	2024-02-09
No filing history on record for this holder in this stock.