Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$437,728
-$784,770 QoQ
Shares Held
4,744
-61.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,569
of 2,304 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Brookwood Investment Group LLC holds $2,140,684 across 4 Capital Markets names. SCHW ranks #4 (20.4% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,728 | 4,744 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $1,222,498 | 12,236 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $399,255 | 4,182 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $329,285 | 3,609 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $686,828 | 8,774 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||