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Disclosery

Brookwood Investment Group LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brookwood Investment Group LLC on SCHB, newest first. How the timeline and the estimate are built.

Brookwood Investment Group LLC held 57,040 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,040 shares
    Change vs previous 13F +1,674 shares

    0.19% of the 13F portfolio, value $1,651,878.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,366 shares
    Change vs previous 13F -306 shares

    0.18% of the 13F portfolio, value $1,389,687.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,672 shares
    Change vs previous 13F -276 shares

    0.18% of the 13F portfolio, value $1,460,277.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,948 shares
    Change vs previous 13F -2,663 shares

    0.19% of the 13F portfolio, value $1,438,423.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,611 shares
    Change vs previous 13F -5,096 shares

    0.23% of the 13F portfolio, value $1,396,711.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,707 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,371,608.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).