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Disclosery

Brookwood Investment Group LLC: SCHG position timeline

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

Brookwood Investment Group LLC held 50,203 SCHG 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 50,203 shares
    Change vs previous 13F +961 shares

    0.2% of the 13F portfolio, value $1,698,870.

    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 49,242 shares
    Change vs previous 13F +3,190 shares

    0.18% of the 13F portfolio, value $1,434,419.

    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 46,052 shares
    Change vs previous 13F -692 shares

    0.18% of the 13F portfolio, value $1,502,216.

    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 46,744 shares
    Change vs previous 13F -10,521 shares

    0.19% of the 13F portfolio, value $1,491,601.

    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 57,265 shares
    Change vs previous 13F -7,091 shares

    0.27% of the 13F portfolio, value $1,672,711.

    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 64,356 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,611,465.

    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).